Retirement income

Moving away from ‘traditional off the shelf’ retirement income solutions

Both managed within Sarasin & Partners’ MPS

Retirement isn’t as straightforward as it used to be. While for previous generations, it marked a fixed point in life, it has since evolved into a much more dynamic and uniquely personal journey.

IHT treatment, death benefits, and ‘tax on tax’

Fixed-term guaranteed income or growth within platform-based pension portfolio

'It's especially important that advisers take the time to do a thorough research job'

Wealth manager launches suite of retirement strategies

Most unaware that health conditions can boost income

Advice firms encouraged to include CFM in centralised retirement propositions

‘We need to shout louder about the work advisers and planners do’