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Markets making your clients nervous?
Meet John – 65, retired and risk-averse.
John retired with £500,000 but still felt financially anxious—market dips and a costly home repair shook his confidence.
His adviser introduced a blended solution: keeping part of his portfolio invested for growth while using a guaranteed income producing asset to secure a baseline income.
By replacing a portion of the traditional bond-equity allocation with a guaranteed income producing asset, John gained peace of mind and spending freedom while improving portfolio resilience and reducing withdrawal pressure.
Explore these recently updated scenarios showing how integrating a guaranteed income producing asset alongside traditional assets in drawdown SIPP portfolios, could enhance your clients' retirement outcomes.
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