18th June 2020

Dynamic Planner: Solutions cater for clients taking regular income in retirement

Income in retirement, naturally, has always been a big issue for financial advice firms – and, according to commentators, is only going to get bigger in the regulator’s eyes in future.

The extreme market volatility and falls we experienced, particularly in March, this year only magnified the spotlight on your clients typically now in retirement and making fixed withdrawals each month.  

• What about them?  

• How do you clearly link a client’s risk profile to an investment solution?

• How do you avoid uncomfortable surprises at their next annual review?

• How do you best complete research objectively, keeping clients' needs to the fore?

Dynamic Planner has been building and refining its asset risk model since 2005 - and is a trusted and leading industry provider of risk analysis.  

This spring, it launched 17 new fund solutions - from seven asset managers – looking at risk monthly, not annually and allowing you to quickly and fairly compare charges for solutions, specifically designed for your clients regularly withdrawing fixed amounts from their investments.

Find out more

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