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How do fiduciary managers de-risk as schemes approach their long-term funding targets?

How do fiduciary managers de-risk as schemes approach their long-term funding targets?

09 Jun 2021

Whether it be low-dependency long-term targets or those aiming for ultimate buy-out, many fiduciary managers have been somewhat untested so far when it comes to getting significant numbers of clients to their end goals.

We review the advantages and disadvantages of different approaches and  consider how these approaches sit alongside individual investment beliefs and preferences.

We also look at FM approaches to transferring to insurers to achieve buyout.

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