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.
In a recent Standard Life webinar hosted by Emma Stenzel, Senior Investment Development Manager and Andy Brown, Head of Fund Solutions, they covered their investment philosophy for managing the Smoothed Return Pension Fund. Accompanied by Chris Forgan, Fidelity’s Portfolio Manager, they also discussed the strategic asset allocation approach and long-term thematic views.
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.
Much has evolved over the last 20 years, and so have smoothed funds
Technology, investment, and financial planning have all moved on over the last couple of decades. And that could also be true of smoothed funds.
Andy Brown Head of Fund Solutions at Standard Life - 05 May 2026
Smoothed funds evolved – time to challenge the myths
What springs to mind when you think of smoothed funds? If it’s any of our common smoothed fund myths, it may be time to take a fresh look and see why today’s smoothed funds are worthy of closer consideration.
Sam Pardoe Senior Investment Development Manager - 08 Apr 2026
Evolving stability: smoothed funds reimagined
Trying to shield policyholders from the extremes of market volatility isn’t a new idea. It’s been around for at least 200 years, since the advent of traditional with-profits funds in the early nineteenth century.
Andy Brown Head of Fund Solutions at Standard Life - 28 Jan 2026
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