Do you have clients approaching or in-retirement using drawdown SIPP portfolios? Would you like to explore how a new asset class 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 blend this new fixed income asset class inside your clients' drawdown SIPP investment portfolios.
Portfolio Construction
Fancy a taster? View our infographic to see how our new asset class can improve the success of your clients' drawdown SIPP retirement portfolios.
Webinar series
Grab a coffee and tune into three unmissable episodes covering the challenges of using 60:40 investment models with retirement income clients.
Rethinking guaranteed income as an asset class
Abraham Okusanya, CEO of Timeline and Peter Ellis, Secure Lifetime Income Director, Just, have a wide-ranging discussion rethinking guaranteed income as an asset class in retirement portfolios.
Duration: 32.58
00:00 Rethinking guaranteed income as an asset class
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.
Duration: 38.23
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