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How smoothed funds can meet clients’ needs
- Financial Advice
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Visit
- 28.02.25
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In stable market conditions, clients can become overconfident, expecting continued high investment performance. However, unexpected and market-shifting events can have a damaging impact on retirees in drawdown or pension savers who are getting close to retirement because portfolios have less time to recover from losses. Andy Brown, Head of Fund Solutions at Standard Life, discusses how smoothed funds can help mitigate the impact of daily market fluctuations and this strategy could benefit your clients' portfolios. Read the article by clicking "Visit".