Framing questions to include lifestyle factors can make a real difference to a retiree’s guaranteed income for life.
You can offer your clients the opportunity to receive more money in retirement by asking them a few questions.
For more information download our ‘Lifestyle factors – everyone has them’ helpsheet.
After decades of disciplined saving, many clients could face a new challenge in retirement: adjusting to spending their accumulated wealth responsibly and according to their means.
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.
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