Investing in pots for clients in decumulation is a growing trend among advisers but Thesis AM has said there are five questions intermediaries should ask themselves before opting for this approach…
Thesis Asset Management (Thesis AM) noted that to help mitigate the risks of decumulation - sequencing risk, market drawdown, volatility, pound cost ravaging, inflation and longevity - advisers are using...
‘Most significant’ upgrade since launch
Changes happening over coming months
Had accepted British Steel business
Aimed at HNW clients and family groups
Set for 1 April 2019