18th December 2012
Asset.tv - Scottish Widows - Using CIPs to accommodate your clients' variety
In the report: The FSA; Providing guidance; An example of good practice; Investment solutions;
In the report: The FSA; Providing guidance; An example of good practice; Investment solutions;
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
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