How to select the right drawdown investment provider

Research takes a lot of time and effort to do well

clock

James Dean outlines how to pick the right investment provider for pension drawdown clients...

Our first article acknowledged that many more retirement clients are remaining invested and a checklist is a good way to narrow down investment choice. But even with several criteria established, there is still a plethora of choice with investment providers eager to ensure you select their particular offering. How do you evidence your choice to anyone who may question it? To demonstrate this issue, I looked at an ‘About Us' webpage of a large UK platform. They helpfully informed me that they had access to ‘160 fund groups and 2,800 clean share class funds'. You could be forgiven...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Income

What next for the income drawdown 'class of 2015'?

What next for the income drawdown 'class of 2015'?

‘Advisers know that retirement planning does not stop at retirement’

Stephen Lowe
clock 28 March 2024 • 5 min read
Retirement income advice: FCA finds 'mixed picture' among case files

Retirement income advice: FCA finds 'mixed picture' among case files

Regulator published outcome of thematic review into retirement income advice

Jenna Brown
clock 20 March 2024 • 5 min read
FCA tells IFAs to review retirement income advice processes

FCA tells IFAs to review retirement income advice processes

Comes after regulator’s thematic review of retirement income advice

Jenna Brown
clock 20 March 2024 • 2 min read