Retirement Portfolios

We help you develop and integrate your Retirement Proposition

• This portfolio range is managed by Elston Portfolio Management using research, analytics and insights from Elston Consulting.
• By mapping your existing solutions to our Retirement Pathways architecture, we can help you develop your own Retirement Income advice process that integrate with your broader Centralised Investment & Retirement Proposition.

1. Understand the Challenge

Understand the key aspects of evolving Regulation and best practice when it comes to offering a Retirement Proposition.

2. Get the Knowledge

Use our extensive library of CPD content to build and prove knowledge in Retirement Investing.

3. Find a solution

We work with financial advisers to develop their  Centralised Investment & Retirement Proposition.
Arrange a Consultation using the form below to find out out more.

Our Retirement Proposition design process

1 Focus on Client Segments

Consider your broader Retirement Proposition: how you assess suitability, what tools you use and how you model retirement outcomes for different client segments and their respective needs and objectives.

2 Combine Retirement Portfolios with an Annuity Glidepath

Combining Retirement Portfolios with our Annuity Glidepath framework creates a comprehensive approach to retirement income.  Also consider how your retirement proposition compares to workplace pensions and to non-advised Retirement Pathways from an appropriateness, Value For Money and ESG perspective.

3 Integrated Governance & Reporting

Consider how you will create a robust Governance framework around your Retirement Proposition and how you will integrate it with your back office and end client reporting.