Adrian Boulding examines what’s happening in the world of investment advice at retirement and considers what the world might look like after the pandemic. Financial plans and strategies will need to be both recession-proof and tax-man proof, he writes
There is no doubt that the impact of the global pandemic on markets has prompted many pensioners already drawing on their retirement savings or preparing to, to give their advisers a call. Many investment advisers have been kept very busy since early March as markets around the world tumbled. Investment advisers have been talking to clients about a range of issues including fund performance checking, reducing, or stopping drawing income from portfolios, and contemplating or executing fund switches. A small minority of clients are even seeing some share price falls as an opportuni...
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