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Max, Isabella and Shane all face different retirement challenges but one solution helps them meet their short and medium-term goals with certainty.
Clients transitioning into or already in-retirement want financial plans that are robust and flexible enough to adapt if circumstances change. Fixed Term Investment can help your clients:
- bridge an income gap before State Pension
- de-risk part of their pension portfolio while keeping a portion invested
- secure capital for future expenses like care costs
Held within an on-platform personal pension, income and/or capital growth on maturity is paid gross into their pension cash account, allowing tax-efficient withdrawals and flexibility.
Whether clients are focused on income, growth or legacy objectives, Fixed Term Investment can help meet short and medium-term goals without unnecessarily locking in funds providing certainty in an unpredictable market.
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