Secure Lifetime Income now available up to £2.5 million

Secure Lifetime Income now available up to £2.5 million

With pension inheritance tax (IHT) changes due from April 2027, some advisers are increasingly supporting clients with larger retirement and estate planning needs.

To help with this demand, cases up to £2.5 million are now eligible for straight through processing, making it faster and simpler to support high net worth clients.

What this means for you and your client:

• Maximum premium increased from £1 million to £2.5 million
• Greater flexibility for high net worth retirement and estate planning
• Cases up to £2.5 million are now eligible for straight-through processing
• A faster and simpler quote/application journey

Secure Lifetime Income is available on 7IM, Fundment and Wealthtime platforms.

Need to discuss a case?

If you’d like to talk through a client scenario or learn more about Secure Lifetime Income, the Investment Solutions team at Just is here to help.

Book time with the Investment Solutions team

Or, visit the Secure Lifetime Income page for more detailed information.