Investment flexibility essential in planning pensions

pensions

Multi-manager pensions and Sipps allow you and your client to decide exactly how much time and involvement you want to spend on the asset allocation in a pension

Recent research indicated that 54% of advisers rank the underlying range of investment options as the highest priority when deciding on a pension provider. The results support the view that investment strategy is increasingly recognised as the most important principle of retirement planning. A shift away from simple product selection based on price to holistic financial planning with an emphasis on underlying portfolio management is being seen. Service levels and product range are clearly still important, as reported by 22% and 19% of advisers in the survey, but with advisers increasingly ...