The secret of a good strategic plan is to look through your initial targets and out beyond them, writes Adrian Boulding. Here he discusses drawdown investment pathways and why it will pay dividends to think long-term...
The secret of a good strategic plan is to look through your initial targets and out beyond them. We should apply this thinking to investment pthways which will be implemented for so called ‘non-advised' consumers from 1 February 2021. As has been remarked before, the Financial Conduct Authority (FCA) has widened its definition of ‘non-advised' in respect of investment pathways. As a result, we are seeing some self-invested personal pension (SIPP) providers that we might think of as adviser-only, preparing their own investment pathways in case they are needed. The investment pathway de...
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