In the following series of articles we unpack the living annuity conundrum, looking at the unique investment case pensioners face and how, through our research, we believe these needs can be addressed.
The value of active management and the impact of volatility on income.Read more
Choosing the right level of income annually represents a unique opportunity for investors to manage their risk of ruin.Read more
Finding the right balance between volatility and growth is crucial. Find out how with us.Read more
The combination of strong long-term real returns together with lower portfolio volatility can make a significant difference to income-producing portfolios.
Are ‘bucket strategies’ a good solution for advisors constructing living annuity portfolios?