If you want to discover more about the Wesleyan With Profits Growth Fund, you can read more detail in our ’How our With Profits Fund works’ leaflet. It covers where your client’s money is invested, how we work out their investment value and more.
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
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