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Retirement portfolio funds - managing significant volatility to help a pension pot last longer

To help you address the challenges of investing for retirement income, we have introduced our new Retirement Portfolio Funds. They are innovative, low cost, multi-asset funds designed to manage significant volatility to help a pension pot last longer. As they balance the need for growth and manage the risks of volatility, they are a good option for clients who use Income Drawdown with Scottish Widows Retirement Account.

Managing significant volatility to make a pension pot last longer

Roy Vickery explains how our new Retirement Portfolio Funds can help you address the challenges of investing for a sustainable income at retirement.

3 ½ minutes

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Case study - retirement portfolio funds

How can you manage volatility, whilst still delivering a cost effective service?

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Expert support

Helping you achieve the right outcomes for your clients with:

Adviser Guide: Retirement Portfolio Funds
Full overview about the funds, how they work and why they are needed.

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Summary guide >

Client Guide: Retirement Portfolio Funds
Provide your clients with the information about volatility and RPI.

Full guide >
Summary guide >

Adviser Guide: Key investment information for Retirement Portfolio Funds
This short guide summarises and compares the main features of the core Scottish Widows drawdown solutions.
Dynamic Volatility Management
A visual summary of how DVM works.

Our CRP outlines the key elements of what a structured advice process could look like for specific needs of clients in retirement.

Centralised Retirement Proposition

Explore Retirement Account

Find out more about Retirement Account

For any servicing queries for your existing Retirement Account clients call:

08000 964 364