We are pleased to announce that our Risk Targeted Decumulation (‘RTD’) strategies have been added to threesixty services LLP’s (‘threesixty’) newly created ‘In retirement’ MPS research, to provide support to their members looking for investment solutions specifically for clients in retirement.
Threesixty deliver compliance and business support services to over 950 directly regulated IFA practices across the UK and Bordier UK, the award-winning UK arm of the Bordier Group, is one of a select few decumulation providers published in their ‘In retirement’ MPS research.
The three actively managed model strategies (RTD 4-6), available on the majority of third-party platforms, approach the ‘sequencing risk conundrum’ in a very different way to help provide reassurance and peace of mind for clients drawing a regular income.
The strategies shift the focus from performance-driven accumulation to investment strategies that put capital preservation first and seek to minimise the risk of eroding capital values in falling markets whilst investors take a fixed regular income. Importantly, the solutions provide peace of mind for investors worried about taking undue risk and seeking a smoother financial journey in retirement.