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Investment considerations for a retirement portfolio

Here you’ll find a selection of Fidelity and other fund partners insights on pension and retirement income planning.


What key retirement themes should you consider?

BNY Mellon’s retirement investment principles point towards a greater focus on balancing risk and reward and a deeper consideration of downside risks. Head of Retirement Richard Parkin considers the key themes.

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Key issues facing those giving retirement advice

Richard Parkin, Head of Retirement at BNY Mellon Investment Management sets out the four main challenges he believes are facing those giving retirement advice in the UK.

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Income or accumulation

Head of Retirement a BNY Mellon, Richard Parkin, explains some key differences between retirement income clients and those who are still accumulating wealth.

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All change for retirement advice?

Research from BNY Mellon uncovered tension between industry experts pointing to a need to adapt the traditional advice model and practitioners who saw little need to change what they do.

Talking Markets – Retirement Income

Premier Miton’s Jonathan Willcocks, and David Jane discuss income strategies for clients in retirement, including the benefits of natural income vs unit encashment and the dangers of sequencing risk.

Tackling the UK retirement challenge

BNY Mellon’s Head of Retirement, Richard Parkin, reflects on his route into financial services and the looming UK retirement challenge ahead.

Managing income through structured products

In this short guide, Brooks Macdonald explain what structured products are, how they work and what purpose they serve.

The retirement solution checklist 2.0

Ninety One outline why investors should take an active approach to access different sources of return and means of managing risk; i.e focus on the outcomes, not just the income.

Decumulation: why seven years for the short-term portfolio?

Brooks Macdonald highlight how you can help your clients secure a long-term income from their investments.


Understanding multi-asset investing

With so many investment products in the marketplace, we know how confusing it can be for clients understanding what the differences are. This short client guide explains all about multi asset investing: what it is, how it works, and how it could help your clients with their investment goals.

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Continuing Professional Development

Please use this form to record any learning and development activities you have undertaken.

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Related content

The Pension Forum

Paul Squirrell, our pension expert, clarifies the rules relating to some specific areas of retirement planning.

Fund information and factsheets

Investment Finder offers you a range of search criteria to help you find fund and exchange-traded investments for your clients.