17th September 2015

Manage drawdown risk

Drawdown has some great benefits, until there’s a market downturn. The impact on the value of a client’s savings and the amount of income they can take can be painful. Investors may try to ride it out.  But you could have some difficult conversations ahead.

You can help clients manage the risk with our secure drawdown solution, Secure Retirement Income (SRI)

It offers:

• income security with guaranteed minimum income for life that will never go down (but could go up);
• flexibility to adapt to changes in retirement, at any time; 
• access to savings; and 
• ability to pass pension wealth onto loved ones.

How can SRI help you?

• Manage client expectations.
• Peace of mind that your client’s income is protected from a market downturn.
• Actively manage your clients’ portfolio, knowing their income won’t run out.

Compare SRI and drawdown here.

Retirement, Pension Reforms