Smoothed fund

Recognise benefits but put off by complexity and price

There are multifaceted challenges that can impact a pension portfolio’s performance and a client’s investment mindset. Smoothed funds offer a potential solution, says Claire Altman, managing director for Individual Retirement Solutions at Standard Life.

Sharing first-hand insights, Hannay Wealth chartered financial planner Vanessa Barnes explains how advisers can make the most of smoothed funds

Smoothed returns can play a crucial role in the approach to retirement, says Samantha Pardoe, senior investment development manager at Standard Life.

Andy Brown, head of fund solutions at Standard Life, explains what led the firm to create its smoothed fund proposition.

‘An attractive low-risk solution for retirees’

Decreasing exposure to equities also a popular strategy

The fund will be offered to advisers directly through the Fidelity platform

A whole new frontier for smoothed with profits funds