A steady income is vital if your clients are approaching, or in, retirement to help them feel more secure about their financial future.
The Quilter Smoothed Funds, in partnership with Standard Life, have been designed to help clients experience a steadier investment journey by smoothing day to day market movements and reducing short term fluctuations in value.
They offer:
A smoother fund price – The rolling-average smoothing process means the value of your clients’ investments fluctuates far less than a typical investment fund. This means they will have to sell less units to provide an income after a market fall.
Greater income certainty – A unique feature of the Quilter Smoothed Funds is that your clients' regular withdrawals of up to 7.5% each year are not subject to any downward price adjustments*.
Flexible and tax-efficient withdrawals - The Quilter Smoothed Funds are only available through our award-winning pension, the Collective Retirement Account, which offers the most comprehensive withdrawal options in the market.
