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Intelligent Retirement

A smarter solution to your clients' income needs in retirement.
Speak to us

For more information about Intelligent Retirement call us on:

01606 810 325

Alternatively arrange a callback

Calls may be recorded. Lines are open:
9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays).

Speak to us

For more information about Intelligent Retirement call us on:

01606 810 325

Alternatively arrange a callback

Calls may be recorded. Lines are open:
9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays).

Speak to us about Intelligent Retirement

What Intelligent Retirement offers

Our research shows that retirement needs are changing. The demand for more sophisticated solutions has moved the focus away from pension funds, towards an integrated approach to generating an income that takes into account other assets, including company and personal pensions, buy to let property, ISAs and investment funds.

Your clients now have more choice and freedom about what to do with your pension investments, and how you generate an income when you retire. We believe these are all positive developments, but they also create new challenges, new risks, and a greater need for guidance.

A smarter solution to your clients' income needs

Intelligent Retirement brings together a choice of income solutions and our proven investment management skills. It offers a co-ordinated approach to meeting your clients' requirements throughout retirement – however long that might be – while managing risks to their capital.

It includes:

  • A range of award-winning income funds.
  • A range of Glide Paths. These are diversified, multi-asset solutions that transition your client's portfolio from higher risk assets in the early years, gradually de-risking as they move through retirement.

The way these solutions work together will depend on your client's circumstances, needs and finances; all of which are likely to change as they get older. As these changes occur, your client's income strategy should be flexible enough to accommodate them. With Intelligent Retirement, you can be confident that it will be.

More information

How to access the tool

If you would like to access the Intelligent Retirement tool, please contact the team using the details above.

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Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.