Rory Gravatt
Discretionary Retirement
Written by Rory Gravatt on
How does a customer get the right balance between retirement income, investment returns, risk and longevity, whilst still keeping their retirement plans flexible?

In this blog we look at how Discretionary Fund Management can hold a key, how it can create an enhanced solution for customers, and still validate the cost of employing both adviser and investment manager. We also look at what the challenges are that mean DFM isn’t right for everyone.

The full article was published in Money Marketing on 4th December 2019.

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