Solutions

Approaches to Income and Capital Security

Our Solutions Strategies are designed to be tailored to personal circumstances and deal precisely with specific risks:
  • Strategic Cash produces cash as required, whether overnight, or several months, or even years in the future, and provides a reliable rate of return. We only use AAA securities and deposits with AA banks. Our overnight Strategic Cash typically returns 1/4% below Base Rate.
  • Our Income Drawdown Strategy was developed for pension clients who do not want to buy an annuity, but do want reliable income.
  • The Absolute Return Strategy was developed to offer an alternative to the opaque 'structured products' widely on offer from banks and other investment institutions.
  • The Long Bond Strategy, or Pension Protection Strategy, is for the person who does not want to buy an annuity, but wants the ultimate in income security. It provides predictable long term income and its capital value gives the closest available match to fluctuating annuity rates. It can be arranged in Sterling, any other major currency, or a defined basket of currencies to suit the increasingly global lives we lead.   Foreign currency exchange can reduce the return.

Please read our Privacy Statement before completing any enquiry form, or before sending an email to us.

Whitefoord LLP is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 517235