Retirement

There are multifaceted challenges that can impact a pension portfolio’s performance and a client’s investment mindset. Smoothed funds offer a potential solution, says Claire Altman, managing director for Individual Retirement Solutions at Standard Life.

Sharing first-hand insights, Hannay Wealth chartered financial planner Vanessa Barnes explains how advisers can make the most of smoothed funds

Smoothed returns can play a crucial role in the approach to retirement, says Samantha Pardoe, senior investment development manager at Standard Life.

Andy Brown, head of fund solutions at Standard Life, explains what led the firm to create its smoothed fund proposition.

From how much clients should be saving towards retirement, to dipping into pension pot, tax implications and more, Lisa Conway-Hughes, chartered financial adviser at LCH Wealth answers our questions on retirement planning.

Retirement products ‘don’t meet modern needs’

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

Advisers must consider how behavioural biases might cause foreseeable harm

'A good financial adviser can help you look past your short and mid-term savings goals'