‘Investment Pathways’ – introduced by the FCA – could be viewed as a threat to advisers winning valuable new business, or an opportunity to showcase their value by delivering a great, bespoke service.
For clients in retirement, withdrawing a regular amount from their portfolio each month, this can include managing additional sequencing risk by recommending funds built to mitigate this.
View the recording of this special, Dynamic Planner webinar focusing on fund solutions specifically designed for clients in this target market. How do investments manage risk differently here? And how can they help your clients, ultimately?