The benefits to advisers and their clients of using multi-asset income funds

by Patrick Norwood
Investment Consultant

September 2021

The Pension Freedoms reforms introduced in 2015 mean that people can adopt a more phased approach to their retirement. The flexibility of being able to stay invested yet withdraw an income has changed things for investors.

The Pension Freedoms reforms introduced in 2015 mean that people can adopt a more phased approach to their retirement. The flexibility of being able to stay invested yet withdraw an income has changed things for investors.

The learning objectives in this publication are:

  • Describe what income funds are, how they work and how they can be used
  • Identify the different types of income fund
  • Understand the benefits of income funds to advisers and their clients in terms of providing a sustainable income
  • Describe income drawdown and identify the key differences between accumulation and decumulation investing
  • Understand how income funds can be rated from both a quality and suitability point of view

The document is accredited by the CII/PFS and CISI for up to 30 minutes of structured CPD.

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