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Could your client use a smoothed fund to manage volatility?
Should advisers be giving greater consideration to smoothed managed funds especially for those clients who are close to retirement and less tolerant to risk?
Adviser Insight and Opinion teamApril 03, 2025
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Are smoothed funds the answer to major FCA concerns?
An area of focus following the FCA’s Retirement Income Review was withdrawals, we consider how smoothed funds can help meet the regulator’s concerns.
Claire AltmanNovember 12, 2024
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Smooth out the dangers of the retirement risk zone
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.
Adviser Insight and Opinion teamOctober 09, 2024
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