Multi-asset in retirement planning - Trevor Greetham

First of five interviews in a new series with RLAM’s head of multi-asset

clock • 1 min read

Pension freedom and the removal of the requirement to buy an annuity means "planning for retirement now means planning through retirement", says RLAM head of multi-asset Trevor Greetham in this video interview.

Talking to Professional Adviser editor Julian Marr, Greetham (pictured) describes how pension freedom has brought about a "massive change" in consumers' approach to savings and investment.  Staying invested for longer and not necessarily making all investments through a pension plan are two such developments, he explains, adding: "Increasingly, with considerations such as the lifetime and annual allowances, people are also looking to ISAs to make tax-free savings.  "So you are seeing that combination of different wrappers, but basically with the same underlying approach." Demand fo...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Pensions

What the gilt sell-off means for pension schemes

What the gilt sell-off means for pension schemes

Pension funds are ‘far from another LDI crisis’

Jonathan Stapleton
clock 09 January 2025 • 8 min read
AJ Bell CEO Michael Summersgill cautions chancellor over proposed pension IHT changes

AJ Bell CEO Michael Summersgill cautions chancellor over proposed pension IHT changes

Letter from Michael Summersgill

Linus Uhlig
clock 25 November 2024 • 3 min read
Autumn Budget 24: Heavily rumoured pension changes fail to go ahead

Autumn Budget 24: Heavily rumoured pension changes fail to go ahead

Did not target workplace pensions

Holly Roach
clock 30 October 2024 • 3 min read
Trustpilot