Intelligent Retirement

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

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

Get in touch

01606 810325

Or alternatively use our online contact form and one of our team will be in touch. 

Arrange a call back

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.