Post by Just Group plc

For financial advisers only, not for consumers. Example is hypothetical for illustration purposes. Clients transitioning into or already in-retirement want to be confident their financial plans are robust and flexible enough to adapt as circumstances change. Our client scenarios show how Fixed Term Investment can help meet short and medium-term goals: • Max is bridging income to State Pension age. • Isabella is approaching retirement and wants to de-risk her portfolio while keeping a portion invested. • Shane is retired and planning for a future expense. Including Fixed Term Investment in your firm’s retirement proposition can help guarantee objectives are met without unnecessarily locking in funds while giving clients flexibility for lifetime sustainable income or legacy goals. View client scenarios here. #JustBlends https://lnkd.in/ebMzfTiM