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Insight and opinion

Our latest insight and opinion for advisers
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    Investments

    Could your client use a smoothed fund to manage volatility?

    Should advisers be giving greater consideration to smoothed managed funds especially for those clients who are close to retirement and less tolerant to risk?
    featued article author
    Adviser Insight and Opinion team

    April 03, 2025

    5 mins read
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    Investments

    Are smoothed funds the answer to major FCA concerns?

    An area of focus following the FCA’s Retirement Income Review was withdrawals, we consider how smoothed funds can help meet the regulator’s concerns.
    featued article author
    Claire Altman

    November 12, 2024

    5 mins read
    Read more
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    Investments

    Smooth out the dangers of the retirement risk zone

    We’re proud to have sponsored a new report from Defaqto. This explores how smoothed funds can be used to manage some of the risks that threaten a good outcome for clients approaching retirement.
    featued article author
    Adviser Insight and Opinion team

    October 09, 2024

    5 mins read
    Read more
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© 2025 Phoenix Group Management Services Limited. All rights reserved.

This website describes products and services provided by Phoenix Life Limited, trading as Standard Life, and members of the Phoenix Group. 

Phoenix Life Limited, trading as Standard Life, is registered in England and Wales (1016269) at 1 Wythall Green Way, Wythall, Birmingham, B47 6WG. Phoenix Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. 

Phoenix Life Limited uses the Standard Life brand, name and logo, under licence from Phoenix Group Management Services Limited.

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