|
Fidelity Adviser Solutions are committed to helping provide flexible retirement planning options for you and your clients, in partnership with Standard Life, underpinning a more certain journey to and through retirement. They have enhanced their retirement proposition with the launch of a new smoothed fund, which is now available for investment through the Fidelity Pension.
The fund is an independently risk-rated multi-asset solution that features a smoothing overlay that dampens day-to-day volatility. It enables clients the opportunity to participate in a growth strategy knowing they don’t have to worry about some of the effects of the short-term ups and downs experienced in investment markets.
Ultimately, it helps you provide your clients with a more comfortable route to and through retirement, with fewer sudden surprises.
The fund may be suitable for clients:
● Looking for growth on their pension pot while reducing the short-term ups and downs of investment performance
● Who would like to take an income from their pension pot
● Who would like to invest in a range of different assets
● Looking for a smoother investment experience, leading to greater peace of mind and a reduced likelihood that they will disinvest during periods of market volatility
● Who would like an income in retirement that is likely to be more consistent than that provided by an unsmoothed fund
● Looking for value for money smoothed investment option.
The fund is exclusively available to advisers using the Fidelity Adviser Solutions platform for their clients’ pension accounts.
Find out more >>
|
