Quilter Investors case study

Inheriting freedom: Supporting the next generation of investors

Published by : Quilter Investors

Pension freedoms transformed the opportunity for clients to access previously 'locked' pensions and pass on wealth held in their retirement fund.  Where they once faced a punitive 'death tax', they can now pass on pension wealth tax efficiently.

Three years on, however, it's unclear if retirees are making the most of this flexibility by choosing the right investment solution to help defend their inheritance against market shocks and inflation risks.

Danny Knight, head of investment directors, explains how the right decumulation solution can become a tool for intergenerational planning, while also re-inventing the traditional adviser-retiree relationship.

 

Published:08 October 2018

Business Area: Retirement

Type: Portable Document Format (.pdf)

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