Smooth out the dangers of the retirement risk zone

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We’re proud to have sponsored a new report from Defaqto. This explores how smoothed funds can be used to manage some of the risks that threaten a good outcome for clients approaching retirement.

The report also digs into the changing regulatory and economic landscape - and reveals what should be front of mind when delivering retirement income advice.
 

Strengthen your CRP with a short-term shock absorber

Smoothed managed funds can help to shelter your clients from some of the daily ups and downs of the investment market. In this report, you’ll discover how they’ve evolved over the years - and how this has helped them become a potent ingredient for any centralised retirement proposition (CRP).

Defaqto also take a deep dive into the risks you should be weighing up as part of your retirement income advice. They also cover the latest findings from the FCA’s Consumer Duty and Retirement Income Advice Thematic Review.

By reading this content, you can collect 30 minutes of structured CPD.
 

Get independent insight into our offering

If you’re thinking of recommending a smoothed fund to your clients., Defaqto also put the Standard Life Smoothed Return Pension Fund under the microscope. They take a look at the fund’s objective and target market, its investment process, the teams behind the fund plus its accessibility and charges.

They also offer some impartial analysis on the support we can offer advisers - as well as the strength of our retirement income options.
 

About the Standard Life Smoothed Return Pension Fund

Our Smoothed Return Pension Fund is a risk-rated, multi-asset solution that aims to grow your clients’ pension savings over the medium to long term. 

It uses a daily smoothing process that combines expert monitoring and an Estimated Growth Rate that dampens day-to-day market volatility aiming to deliver a smoother journey to, and through, retirement.

The Fund is actively managed in partnership with Fidelity International and you’ll find it exclusively on the Fidelity Adviser Solutions platform

Visit our dedicated page to find out more.