OverviewAn introduction to smoothed funds
Andy Brown, Head of Fund Solutions at Standard Life, explains the basic principles of smoothed funds.
Technical resources
Webinar: tax planning considerations following Labour's first Budget Tax year end planning Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
Technical hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
Technical matters
Webinar: tax planning considerations following Labour's first Budget Tax year end planning Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
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.
An introduction to the Retirement Risk Zone
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.
Smoothing explained for clients
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
Show Results
Have you got further questions or would like more information?
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.