Explore Income Drawdown in Centra
Easily deliver suitable and compliant advice with the new Income Drawdown workfl ow in Centra .
It ’ s never been easier to generate a sustainable income for your clients who are looking to draw an income from a lump sum and connect them to suitable investment funds , considering the period , the probability of volatile markets , and unlike other solutions , the sequencing risk .
And , because the workfl ow is part of Centra , you ’ ll not only be benefi ting from a consistent methodology and product research capabilities across the whole clients ’ lifecycle , but also integrations with Centra ’ s suitability report writer and client review workfl ow .
Income Drawdown comes as standard with all Centra licences . As a Member or Client of SimplyBiz , you can access up to five complimentary licences .
If you ’ d like to find out more about the benefits Centra can bring to your firm , please speak to our dedicated Adviser Services team on 0808 124 00 00 or email investmentservices @ simplybiz . co . uk .
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