A NEW asset to strengthEN your blend

Explore client scenarios

Do you have clients approaching or in-retirement using drawdown SIPP portfolios? Would you like to explore how a new guaranteed income producing asset could improve the outcomes you deliver for these clients?

A NEW asset to strengthEN your blend

Explore client scenarios

John's scenario

AGE:

65

STATUS:

Married, two adult children, retired

PORTFOLIO VALUE:

£380,000

RISK PROFILE:

5 (balanced)

SCENARIO OVERVIEW:

Achieves a better outcome whilst remaining within his risk appetite

Cynthia's scenario

AGE:

62

STATUS:

Married, one adult child

PORTFOLIO VALUE:

£326,000

RISK PROFILE:

6 (moderately adventurous)

SCENARIO OVERVIEW:

Diversifies risk in the portfolio whilst still meeting her objectives

Geoff's scenario

AGE:

70

STATUS:

Widower, three children

PORTFOLIO VALUE:

£400,000

RISK PROFILE:

5 (balanced)

SCENARIO OVERVIEW:

Secures additional income and sustainability despite recent portfolio losses

Peter's scenario

AGE:

68

STATUS:

Married, two adult children

PORTFOLIO VALUE:

£500,000

RISK PROFILE:

6 (moderately adventurous)

SCENARIO OVERVIEW:

Increases projected legacy by 25% whilst reducing portfolio strain

Annabel's scenario

AGE:

68

STATUS:

Widowed, two children

PORTFOLIO VALUE:

£250,000

RISK PROFILE:

5 (balanced)

SCENARIO OVERVIEW:

Gets guaranteed income while removing strain from long-term portfolio

Need to discuss how a guaranteed income producing asset could get better outcomes for clients?