Tea break listening
How you know it’s time for change…
Driven by intellect
Part 2: Using fixed-term annuities in retirement income portfolios
In part one we looked at fixed-term annuities, here we examine how fixed-term annuities can be used in retirement income portfolios, providing a quantitative assessment of the benefits. Part two of our trilogy…
Part 1: Using fixed-term annuities in retirement income portfolios
Fixed-term annuities are recommended as a core part of retirement income portfolios, replacing bonds by offering liability-matching cash flow, reducing sequencing risk, and providing stable income. Here’s part one of our trilogy…
One of our first pieces of technology…
We take a look back at the launch of our Structured Product Administration Platform
Our latest news
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
In the news
UK platform shifts gears to fill Investec gap
Socius Technologies has partnered with Goldman Sachs and Mariana Capital to fill the gap left by Investec’s exit from the UK structured products market. This collaboration involves using Socius’ Structured Product administration platform, ensuring rollover opportunities for investors holding maturing products originally issued by Investec.
Our exclusive thinking
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Stay in touch
We love getting technical and pride ourselves on the quality of our thinking and articulation. If you’d like to get our insights delivered to your inbox – sign up here! I’d love to hear your views.
David MacDonald
CEO
