OLD Broad Street Research Limited (OBSR) has been appointed by Life Trust to advise on the investment fund strategy for their newly launched Longevity Income Plan.
The Plan offers long-term investment in a selection of highly regarded funds from leading fund managers, selected in consultation with OBSR. It is designed to provide plan holders with a maximum of 21 payments over 20 years from the age of 75 or 80, from a single premium investment. It also caters for a range of investment strategies, ranging from the most cautious to the more adventurous, depending on the plan holder's attitude to risk. There are nine funds to choose from and plan holders can invest their lump sum in one fund, or split it across a range of funds, which are divided in...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
