Download our latest Income Risk Suitability Methodology paper
Following the FCA’s Retirement Income Advice Thematic Review (TR24/1), we reviewed some 170,000 funds and portfolios in the UK retail investment space, focusing on well-known multi-asset funds commonly selected for retirement or providing income. The full analysis, is now available to download, fill out the form below and we will send you our exclusive Income Risk Suitability Methodology paper.