Tideway’s Horizon portfolios have been specifically designed for those making defined benefit transfers, using flexible drawdown and investing personally and via ISAs to create tax efficient income in retirement.
For more information about the portfolios and the thinking behind them please download and read the following guides:
Tideway Horizon Portfolios are specifically designed for those investing irreplaceable funds in pension accounts, ISAs and general Investment Accounts.
Whatever your time horizon or risk appetite, Tideway has developed a comprehensive set of Horizon Portfolios to cater for your investment requirements.
This guide looks at how to generate secure, sustainable, tax efficient income in retirement from a collection
of investments and investment accounts.
As fewer and fewer of us buy annuities, or rely on defined benefit pensions to deliver this income, more and more of us are tasked with this key challenge.
A key element of the decision to transfer from a defined benefit pension is how your pension fund will be invested after the transfer. In particular:
You will be assigned a Tideway Wealth Manager during the transfer advice process who will be able to discuss the particular portfolio strategy that will best suit your needs and objectives.
In creating a new pension account it’s vitally important to take stock of any other savings and pension funds you hold and your Tideway Wealth Manager will be able to assist in this you with this as well should you need help.