Do you have clients approaching or in-retirement using drawdown SIPP portfolios? Would you like to explore how a new guaranteed income producing asset could improve the outcomes you deliver for these clients?
We’ve started sharing independent research and analysis with professional investment managers and advisers and it's starting to turn a few heads. They hadn’t expected to see the positive impact on their clients’ drawdown SIPP investment portfolios. We’d love to show you the results.
Book a consultation to discuss how you could include this guaranteed income producing asset inside your clients' drawdown SIPP investment portfolios.
See how a guaranteed income producing asset could produce better client outcomes in a range of scenarios.
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.
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.
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
Webinar series: Retirement portfolios - time for a new approach?
Grab a coffee and tune into three unmissable episodes covering the challenges of using 60:40 investment models with retirement income clients.
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:
If we measure the wrong thing
03.2023...we will do the wrong thing. If we don't measure something, it becomes neglected...Read more
Nils Bohlin was a Volvo engineer
03.2023 What Nils did was find a way to avoid the forseeable harm Volvo could cause…Read more
Black swans and gray rhinos
03.2023 The potential impact that black swan and gray rhino events can have on advisers...Read more