23rd May 2014

Retirement income or retirement outcome?

It is often said that clients don’t want to take any risks in retirement so they choose products which they see as being risk free.

However, is there such a vehicle? Does this mean that the client is more interested in retirement income than a good retirement outcome? What do the recent Budget changes mean in relation to retirement outcomes? To understand the risks in retirement, the different options available on retirement must be considered and the way in which they work.

Retirement

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M&G: Coaching the retirement mindset from saver to spender

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.

Fidelity Adviser Solutions: Is there a missing asset class for retirees?

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

M&G: Lighthouse Edition 2

Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.

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