Do you have clients approaching or in-retirement using drawdown SIPP portfolios? Would you like to explore how a guaranteed income producing asset could improve the outcomes you deliver for these clients?
Independent research and analysis is clearly illustrating the positive impact that including this powerful asset could have on portfolio performance. The insight is turning the heads of professional investment managers and advisers who see how using a guaranteed income producing asset can help mitigate risks in decumulation and enable higher long-term portfolio values and/or higher income to be achieved.
Does your platform offer this guaranteed income producing asset? Book a consultation to discuss how you could include this guaranteed income producing asset inside your clients' drawdown SIPP investment portfolios.
See resources below to help you learn more about Secure Lifetime Income.
See how a guaranteed income producing asset could produce better client outcomes in a range of scenarios.
Oxford Risk's Head of Behavioural Finance, Dr Greg Davies and Stuart Slegg, Just's Head of Secure Lifetime Income discuss Oxford Risk's white paper.
01:50 Assessing risk and suitability in decumulation
05:54 The consequences of not having a robust risk capacity model
08:31 Combining a guaranteed income alongside drawdown
13:35 Achieving client objectives and managing behavioural factors
18:13 Determining guaranteed income and managing remaining risks
23:15 Benefits of blending guaranteed income and investible assets
Secure Lifetime Income, on-platform guaranteed income solution
Discover how this new guaranteed income producing asset could improve the outcomes you deliver for clients approaching or in-retirement using drawdown SIPP portfolios.
Portfolio construction for better client outcomes
Fancy a taster? View our infographic to see how our new asset can improve the success of your clients' drawdown SIPP retirement portfolios.
A Copia webinar - Launching our new Retirement Income Portfolios
Hear how the pioneering use of our guaranteed income solution, Secure Lifetime Income, inside a managed portfolio can improve outcomes for your clients.
Abraham Okusanya, CEO of Timeline and Peter Ellis, Secure Lifetime Income Director, Just, have a wide-ranging discussion rethinking guaranteed income as an asset in retirement portfolios.
00:00 Rethinking guaranteed income as an asset
12:56 Creating more sustainable portfolios
21:47 The "alternative asset" debate
25:28 Modelling guaranteed income alongside investment assets
Drawdown, risk adjusted returns and the FCA review
The Lang Cat's Tom McPhail and Peter Ellis, Secure Lifetime Income Director, Just, rethink blending 60:40 drawdown portfolios with a new asset, risk adjusted returns and the FCA's latest review.
Read our collection of thought-provoking retirement income articles:
Retirement income that flies in the...
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See it. Say it. Sorted. Or else
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Optimise retirement income portfolios...
05.2023 As clients move into retirement and their income from work ceases, it’s natural for...Read more