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Help your clients manage their retirement with our flexible income options.
To help you address the challenges of investing for retirement income, we have introduced the Retirement Portfolio Funds. These are innovative, low cost, multi-asset funds designed to manage significant volatility to help a pension pot last longer. As they balance the need for growth and manage the risks of volatility, they are a good option for clients who use income drawdown.
Learn about Retirement Portfolio Funds
Our automated phased drawdown option, allowing your clients to draw regular amounts up to age 75, using just tax-free cash or a combination of tax-free cash and taxable income to help control the level of taxable income they receive in retirement.
Find out about Drip Feed Drawdown
As the market settles after pension freedoms, should you complement the Centralised Investment Propositions you use for clients accumulating wealth with a Centralised Retirement Proposition (CRP) for clients needing income?
Our in-depth CRP Adviser Guide (PDF) takes you through the steps involved.