Smoothed Managed Fund Proposition & Distribution Report 2025
The market for smoothed funds is poised for growth.
The FCAā€™s Retirement Income and Advice Review has highlighted the need for financial advisers to reassess their retirement planning strategies, focusing not just on investment risk but on broader client needs. We believe this shift will drive increased demand for both smoothed and guaranteed income products.
Our latest research supports this view: over the next three years, 27% of financial advisers plan to increase their use of smoothed managed funds.
However, there are still hurdles to overcome. Despite positive market and regulatory trends, 28% of advisers say they would never recommend smoothed funds, compared to just 9% who say the same about multi-asset funds.
At NextWealth, we are due to launch a report focused on growing the smoothed funds sector.
To pre-register for a copy of the sample once the report is released, complete the form on the right.