Complete the form to download our whitepaper, Guaranteed Income & Investment Risk: How Much of Each?

A popular retirement strategy is to use part of a pot of investible assets (typically from a pension) to provide a guaranteed income, leaving the other part exposed to the market – perhaps to leave a legacy, or to defer deciding how to use the money. This paper looks at how to apply a scientific suitability methodology to this strategy.

Download the whitepaper now to discover:

  • How applying a behavioural lens to this often overlooked question of retirement drawdown can support improved client outcomes
  • The types of clients for whom purchasing a guaranteed income would be most suitable
  • What influences the amount of beneficial guaranteed income and how this can be measured in a reliable, robust, and repeatable way
  • What, in conjunction with this level of guaranteed income, is the suitable level of risk to take with remaining investible assets