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Insight and opinions
Here you’ll find the latest insight and opinions on smoothed investing and how this can help clients manage the unique financial challenges and risks that could significantly impact their retirement.
The information on this page is provided by Standard Life, and Fidelity is not responsible for the content within this material.
Andy Brown, Head of Fund Solutions at Standard Life, explains the basic principles of smoothed funds.
Understand the Retirement Risk Zone, a period of time where individuals face unique financial challenges and risks that can significantly impact their ability to retire comfortably.
You can use this video to support your client discussions around how a smoothed fund can work for their pension investments.
Standard Life plots a smoother course through the Retirement Risk Zone
If the last few years have taught us anything, it’s that uncertainty is constant – and we never truly know what’s waiting around the corner.
Andy Brown Standard Life - 10 Feb 2025
Retirement income: why smoothed funds and why now?
Has the recent market volatility along with significant regulatory change prompted some difficult conversations about retirement income with your clients?
Claire Altman Managing Director, Individual Retirement, Standard Life - 29 Jul 2024
Are smoothed funds the answer to major FCA concerns?
While the dust may have settled on the FCA’s Retirement Income Review, the regulator has stressed that retirement income advice would remain a key focus for its activities moving forward.
Claire Altman Managing Director, Individual Retirement, Standard Life - 18 Jun 2024
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If you have any questions or would like more information about the Standard Life Smoothed Pension Return Fund, then please contact Standard Life by email here.
Should your query be related to your use of the platform in relation to selecting this fund please contact us by email here.