Drawdown governance service overview
Every quarter, our drawdown governance service calculates a new income sustainability score for your clients, based on what's happening in the market.
Our service will:
- use the information you provide to calculate an income sustainability score for your clients
- proactively track your clients' progress against their score every quarter and highlight any changes
- provide the information you need to review your drawdown clients quickly and easily
- produce easy to read client reports
- all of this comes at no extra charge.
Our drawdown governance service reports have been tested with customers to ensure they're clear and easy to understand. So you can feel confident your client is getting the information they need to help them make informed decisions.
Key documents and resources
Governed Retirement Income Portfolios (GRIPs)
We also offer five GRIPs, designed with the aim of helping clients achieve a sustainable income in retirement.
With a diversified mix of assets, the GRIPs are designed to be resilient and cope with market shocks, whilst also capturing market upside.
They form part of our Governed Range which means they benefit from regular reviews and automatic monthly rebalancing at no extra cost.
Find out more
To find out more about our drawdown governance service or GRIPs, speak to your usual Royal London contact.