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Investing for income

With a growing number of drawdown customers looking for a reliable and sustainable income throughout their retirement, our guides cover the key issues to consider when planning investment strategies, and possible solutions.

The Investing for Income Drawdown guide considers the factors that influence income sustainability: volatility, growth and the sequence of returns, along with the role of equities in income drawdown portfolios.

The Drawdown Investment Solutions guide provides you with details of possible investment solutions for your drawdown clients, using our Pension Portfolio and Premier Pension Portfolio funds.

Our Cautious Managed and Defensive Managed funds could appeal to drawdown customers looking for well established multi-asset funds with strong performance records.

 

  • Investing for Retirement Income Customer Guide
  • Retirement Account Investing for Income Drawdown Adviser Guide
  • Income Drawdown Investment Solutions
  • Scottish Widows Cautious Managed and Defensive Managed Funds
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