20th June 2016

Prudential: Demonstrating the sequence of returns risk

As more customers make the transition away from annuities towards Drawdown, it becomes even more important to think about the management of the process and the risks.  Things like sequencing of risk, consistency of investment performance, timing and sustainability to name but a few.

At Prudential, we’re always trying to provide solutions to help you with those sometimes difficult conversations with your customers and with that in mind; we’ve put together some new material to help:

Our new *Sequencing of returns risk sales aid:

• Discusses our investment performance against FCA research and consumer activity.
• Discusses why sequencing of returns risk is important when taking an income.
• Talks about why sustainability of income is important and how we can help you.
• Highlights why consistent performance can be key for future planning needs.

 For more information, contact a Prudential Account Manager

Pensions