Retirement is a crucial phase for your clients 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 Investments' guide to tackling this important life stage.
Inside, we cover:
- The important considerations at different points in the client's financial planning lifecycle
- How advisers should think about risk change in the client's retirement phase
- The ways can advisers allow clients to take income in retirement
- Which tools can advisers use to help build a robust centralised retirement proposition?
This is a marketing communication, intended for professional advisers only. Not for use by retail investors. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. The value of investments and the income from them may go down as well as up and you may not get back the amount originally invested. All information is correct as at the date of publication unless otherwise stated. Where individuals or FE Investments Ltd have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice.
This communication contains information on investments which does not constitute independent research.