Financial advisers have been urged to question conventional allocation models and turn to investment trusts.
Chancery Lane Research (CLR) has released its fifth annual white paper, Retire Well 2025, offering what CEO Doug Brodie calls "empirical evidence, not opinion" on how advisers can deliver "reliable, inflation-resilient" drawdown income for their clients. Speaking to Professional Adviser, Brodie explained that the data in the table below shows that trackers run out of money when they try to keep income rising with the Retail Prices Index (RPI), while natural income protects both income and capital. "If you live only off the natural income your investments produce, you never have to sel...
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