The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

Get in touch

Get in touch

If you would like to know more about a 7IM service

Getintouch@7im.co.uk

Or if you prefer (or if it’s outside office hours) you can Contact us .

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Secure Lifetime Income Help Centre

Here you can find details of the application and quotation process for the Secure Lifetime Income (SLI) product provided by Just.

How to obtain a 'Ballpark Estimate' quote

If you want to provide a quick estimate to a prospect, or don't have a client's full personal and health information, follow the steps below to generate a 'Ballpark Estimate'.

BE 01

Login to the 7IM Platform, navigate to Tools – Illustrations, and click on the Secure Lifetime Income menu option.

BE 02

Choose the appropriate persona and click ‘request quote’.

AQ 03

Choose whether you would like a quote for income or a quote for premium.

BE 04

The quote will be displayed along with some additional documents. You can then download the quote and view a quote comparison.

How to obtain an 'Accurate Quote'

If you are looking for a tailored quote, specific to your client and have their personal and health information, you can generate an ‘Accurate Quote’.

AQ 01

Login to the 7IM Platform, navigate to your client, click on the SLI tab and then click on 'Quote or Apply'. You will need to read the disclaimer and click 'Proceed' to access the SLI portal.

AQ 02

You have the option to start the process of capturing the clients personal and health questions. Alternatively, you can ask your client to complete the health questionnaire.

AQ 03

Choose whether you would like a quote for income (how much income the SLI needs to generate) or a quote for premium (how much your client is willing to purchase the SLI for).

AQ 04

The quote will then be displayed along with some additional documents. The ‘Apply’ button will be enabled provided the eligibility criteria has been met.

How to apply for a SLI

If you have generated an 'Accurate Quote', you can apply for SLI providing that the eligibility criteria have been met.

Step 01

Before you apply

Ensure you have generated an accurate quote before you start the application process.

Step 02

Confirm doctor's details

Provide details of the client’s doctor and confirm you are happy to proceed.

Step 03

Adviser declaration

If you are satisfied with the adviser declaration, select ‘Apply’ and you will be returned to the 7IM Platform.

Step 04

Check application status

On the 7IM Platform, under the SLI tab, the status of the application will be displayed. Once the plan is confirmed as purchased, the status will change to ‘complete’.

SLI how to video

We have recorded a video which guides you through the process of creating a SLI quote and making an application using the 7IM platform.

7IM supporting documents for SLI

Just supporting documents for SLI

Just

Discover more

SLI provided by Just

Explore the benefits of the SLI product, which provides your clients with guaranteed income payments for life.

SLI is available through the 7IM SIPP, which allows you to easily build and manage your clients’ financial future.

Platform Help Centre

Here you will find a host of useful information to help guide you through the 7IM Platform.

Phone

Platform Service Team

If you have a query whilst using SLI on the 7IM Platform our team will be happy to help.

platformmailbox@7im.co.uk