Case study investigation: retirement income planning

Ben has over 25 years’ experience in the Financial Services industry having joined 7IM from Child & Co in 2013, where he was responsible for the planning and wealth management needs of UHNW clients and their advisers. Ben’s strengths lie in his ability to interpret the unique objectives of each client and formulate efficient and compelling investment programmes, to meet their evolving needs. Ben works collaboratively with IFA’s and their clients, who include individuals, trusts, charities and family offices.

Ben is a Partner at 7IM, working on the London discretionary service team, and holds both Chartered Fellow status with The Personal Finance Society and is also a Chartered Wealth Manager with the CISI.

Sarah is a Chartered Financial Planner, Fellow of the CII/PFS and works as a paraplanner at Plan Works. Sarah has been paraplanning for more than six years and has extensive knowledge in investments, pensions, trusts and estate planning.

Sam is a Paraplanner Trainer with Succession Wealth and the winner of the Best Paraplanner award at the Money Marketing Awards 2020. When she’s not dealing with all things paraplanning she’s caretaker for several rescue cats, including Bernard who likes to make the odd appearance on screen.

Guy is Director of Retirement Income Distribution at Just.