Clients want guarantees-IFAs

clock

Guarantees on income and capital are becoming increasingly important to investors in a turbulent market, an IFA study suggests.

Results from the sixth wave of Aegon’s IFA Insights survey reveal almost nine in ten advisers say guaranteed levels of income are important to their clients, with eight in ten saying clients want to protect their investment capital. Rachel Vahey, head of pensions development at Aegon, says the importance of obtaining a guaranteed income in retirement has come to the fore in recent weeks. “As stockmarkets continue their rollercoaster ride and the economic outlook remains uncertain, at least in the short term, many people will be seeking security in their financial affairs," she says. ...

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

Smoothing the dash to drawdown: Defending against sequencing risk and volatility drag

Smoothing the dash to drawdown: Defending against sequencing risk and volatility drag

'A new class of on-platform smoothed funds could be particularly useful'

James Tothill
clock 25 November 2025 • 4 min read
Doug Brodie: Using investment trusts to solve the drawdown problem

Doug Brodie: Using investment trusts to solve the drawdown problem

Part one in a series...

Doug Brodie
clock 14 November 2025 • 4 min read
'A hard act to beat': Annuity pricing and value for money

'A hard act to beat': Annuity pricing and value for money

‘People cannot have their cake and eat it (although they try)’

William Burrows
clock 04 November 2025 • 5 min read