The Income Generation

For over a decade, we have been living through a period of low inflation and interest rates forcing advisers to reassess their financial plans for clients requiring sustainable income in retirement. More recently, however, a shift in market backdrop has destabilised markets and propelled inflation and interest rates to all-time highs.

As advisers consider the implications of Consumer Duty on their Centralised Retirement Propositions (CRP), income solutions (which have fallen out of favour over the past 15 years) now once again offer attractive rates of income. In our 35-minute session at the PFS, we discussed the factors impacting the market, the relationship between risk and outcome and the case for income investing, as well as the impact of regulation of centralised retirement propositions.

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