Tuesday, 3 September 2013

QROPS/EURBS: Investment Strategy

What most QROPS and EURBS investors focus on are the potential benefits of reduced tax and access to cash.  What they often overlook is the investment strategy that goes with it. 

Pensions Do Matter! recommended investment strategy is to exercise caution and focus on instruments that create income over time and withstand the shocks that the stock markets of the world deliver from time to time. The emphasis is on low volatility and protection of the capital.

The Pension Do Matter! investment themes of Absolute returns and Income Builder are most appropriate for QROPS and EURBS as long term investment strategies. 


If you would like more information on our investment strategies, please contact us.

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