Perception rather than 'raw cost' is a greater barrier to the use of guaranteed drawdown by advisers and clients planning a retirement income strategy, market analysis by the lang cat has suggested.
The consultant's report, How to get your money back: The UK Withdrawal Product Landscape, examines the structures of guaranteed income products, also known as guaranteed drawdown, looking at various past...
It’s instinctive that clients want to avoid tax charges, and it’s no different when it comes to the lifetime allowance, but kneejerk reactions could result in more negative outcomes for the client. In this article Neil MacGillivray explains how advisers...
'£8,000 annuity trap'
Perhaps don't pick up the phone...
Joins from Aviva
New planner at Chartered firm
Defaults on 7 and 17 May
RLAM's Senior Fund Manager, Richard Marwood outlines the background to how investors fell ‘out of love’ with the UK market but points to positive signs of a recovery.