FE Investments Retirement Guide

Retirement is a crucial phase for the client as their portfolios are expected to account for the majority, if not all, of their income. Delivering a specific centralised retirement proposition that can provide income, and approaches risk in the appropriate way for this phase, is essential for advisers. Fill out the form to download FE Investment's guide to tackling this.

Inside, we cover:

  • What are the important considerations at different points in the client's financial planning lifecycle?
  • How should the way advisers think about risk change in the client's retirement phase?
  • In what ways can advisers allow clients to take income in retirement?
  • Which tools can advisers use to help build a robust centralised retirement proposition?



Download the FE Investments Retirement Guide