Just over a year ago, LV= launched the Protected Retirement Plan – a retirement income product designed to fill the gap between an annuity and drawdown.
IFAs tell us they like the product because it’s an easy concept to explain to their clients and gives a real alternative to the conventional annuity. They can demonstrate clearly how an individual customer may benefit. Have a look here or visit www.lv.com/adviser
After decades of disciplined saving, many clients could face a new challenge in retirement: adjusting to spending their accumulated wealth responsibly and according to their means.
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.
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