Ascot Lloyd
Purpose built decumulation solution for Ascot Lloyd
As one of only two fully investment-backed, purpose-built drawdown solutions available through Ascot Lloyd’s Client Investment Proposition, Bordier UK’s Risk Targeted Decumulation (RTD) Service has been designed specifically to help Ascot Lloyd advisers and their clients navigate the complexities of retirement with greater confidence.
Recognising the unique challenges that advisers face to support clients in drawdown, our four MPS decumulation investment strategies are specifically designed to prioritise capital preservation and minimise the risk of eroding capital values in falling markets whilst your client takes a fixed regular income.
Our risk targeted decumulation strategies are actively managed and constructed using a blend of active and passive investments. This includes an important strategic allocation to alternative investment funds, which provide downside protection, dampen volatility during turbulent markets and produce a return profile that is uncorrelated to traditional asset classes.
The right services
for your clients
Risk Targeted Decumulation (RTD) Service
Enhance your governance and improve the consistency of outcomes for your clients in drawdown with our RTD investment strategies.
A simple solution to a complex problem
An MPS range of four risk-targeted, purpose-built decumulation strategies, available on the Aberdeen, Ascot Lloyd (Hubwise), Fidelity, Parmenion Quilter and Transact platforms
Simple to understand and easy for you to articulate to your clients.
Specifically designed for clients taking a regular income, with the objective of providing lower-volatility growth to provide a smoother investment journey in retirement.
Monthly management against Dynamic Planner Value at Risk boundaries to help anticipate potential drawdowns and manage client expectations.
Light-touch approach with no manual intervention required (e.g no risk bucketing or adviser-led rebalancing), providing confidence to leave until the next review.
Regularly rebalanced to prevent drift outside of Dynamic Planner risk bands, supporting and simple and reassuring review process.
Reduces a client’s risk assets without the risk of advising to reduce a client’s risk profile.
Building long-term relationships with Ascot Lloyd
Our experienced business development team are here to provide you with further information on our Risk Targeted Decumulation Service, support you through the due diligence process for new clients and to help answer any queries you may have for existing clients.
Mark Duggan
Managing Director – Distribution
Philip Lacey
Director of Sales
Stuart Price
Business Development Manager – South West of England and South Wales
Request a proposal
To receive a personalised proposal for your clients, please fill in your details below. Within the message, please include your client’s name, risk profile (4-7) and investable amount, and a member of the team will get back to you.