Decumulation not 'plug and play' solution, PA360 panellists warn

'Understand sequencing risk'

Sophie King
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Left to right: Orbis Investments' Marcel Bradshaw, Thesis Asset Management's Lawrence Cook, Unique Financial Planning's Philip Martin and Quilter Investors' Helen Bradshaw
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Left to right: Orbis Investments' Marcel Bradshaw, Thesis Asset Management's Lawrence Cook, Unique Financial Planning's Philip Martin and Quilter Investors' Helen Bradshaw

Advisers need to treat each client's decumulation pot in retirement differently and should be careful of asset managers offering 'sequencing risk solutions', an expert panel told the audience at PA360.

Panellist Marcel Bradshaw, head of UK retail at Orbis Investments, told delegates at Professional Adviser's flagship conference on 25 April that advisers should understand decumulation was not a "plug...

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