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A smoother retirement income for your clients

Discover how modern With Profits Funds are evolving to meet today's retirement challenges.

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Get a unique insight into With Profits Funds

Smoother Retirement: A Modern Perspective on With Profits Funds is a brand-new case study, produced in partnership with Defaqto. It gives you a unique insight into smoothed managed funds and how they can be used to provide an income through retirement.

Using real-world examples, the case study will:

  • Show how With Profits Funds have led to smoother client outcomes with regards to their retirement choices
  • Help you to better understand the role of smoothing mechanisms at times of market volatility, an essential factor for those who don't want the worry of fluctuating investment returns during retirement.

So, whatever your role as a retirement planning professional, whether you're a Financial Adviser, Pension Consultant, or Investment Manager, find out more about how With Profits Funds can help support the long-term retirement goals of your clients.

Read the 'Smoother Retirement' case study today

Discover how a modern approach to With Profits Funds can help deliver a more stable retirement income for your clients.

Download the case study

To download the Smoother Retirement: A Modern Perspective on With Profits Funds case study, simply fill in this short form:

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