We believe equity income funds have a key role to play in supporting retirement income whether that’s being generated from selling shares or taking the natural income from the fund. Newton global income portfolio manager Jon Bell explains how he runs his funds and how his approach may be particularly well suited to those looking to generate retirement income.

It is often suggested that clients planning to take retirement income from their investments need to lessen their equity exposure to reflect a reduced capacity for taking investment risk. But, does that mean turning their back on equities? Listen to our fireside chat with Richard Parkin, Head of Retirement for BNY Investments, as he discusses what equity income could mean for clients in retirement.

Have you considered how you would like to spend your retirement, and how much it might cost? It’s a tricky question to answer, but Pensions UK in conjunction with Loughborough University has created the Retirement Living Standards* framework to help you answer exactly that! When considering how much you will need, Pensions UK has categorised the cost of retirement into three possible standards of living – minimum, moderate and comfortable.

When planning for retirement each person’s needs and wants are unique to them. In this infographic, designed to be used with your clients, we meet Jessica, a 60-year-old who is considering her retirement options and seeking to strike the right balance between risk and reward for her future planning.  

Facing retirement can be overwhelming for many clients. Despite the excitement of slowing down to enjoy a life free of work-related responsibilities – it also creates a lot of upheaval in a person’s life and routine. Amongst the many questions that arise – how can I begin to plan my finances in retirement? – is a common query. 

When planning your retirement, it's important to consider how inflation might impact your plans. Our head of retirement, Richard Parkin explains why it's important to keep pace with inflation.

For many clients, a happy retirement looks like a long stretch of time in which they have the freedom to strive towards their life beyond work goals. To meet those goals, clients will likely want their money to stretch as far as possible. In this infographic, designed to be used with your clients, we assess how inflation could factor into your clients’ plans and impact their purchasing power.