Lawrence Cook looks at the intricacies of decumulation planning, particularly sequencing risk which retirees, he says, want to avoid at all costs...
When clients ease up on their working hours and approach decumulation, an adviser's life becomes more challenging. There are many moving parts that advisers intuitively understand. Part of the issue...
68 pension breaches in 12 months
Solution 'going live this week'
Moved on from 4% rule of thumb
Clients are not 'average'
Industry Voice: Evolving with a changing world: how an integrated ESG approach can meet investors' demands
With most investment groups adopting ESG in some form, how do advisers choose a strategy which is right for clients?
Managed by Jasveet Brar
60% income tax?
Five key points