We’re proud to sponsor this year’s Defaqto drawdown guide – ‘Using drawdown to provide a sustainable income’.
Seeing negative investment performance due to market volatility is naturally an uncomfortable situation for clients to be in when they’re relying on that investment to provide an income in retirement.
Our Senior Investment Development and Technical Manager, Ryan Medlock looks at the impact of the last 12 months on income sustainability and considers whether this has brought adviser processes around drawdown advice into sharper focus.
Whether you believe that this is just another marketing-infused acronym or the platform to provide robust retirement planning advice, there’s no denying that adviser usage of CRPs is now starting to surge.
We’re introducing new-aged based packs as a result of the FCA’s new rules on ‘wake-up packs’.
The FCA published policy statement PS19/21 at the end of July 2019 detailing the second part of its package of remedies to address the issues it had identified in the retirement market. Here we look at the changes coming into force on 1 August 2020.
We're mailing trustees, employers and customers to tell them about changes to their pension plans to cater for the new pension flexibility.
The retirement freedoms introduced the concept of nominee and successor flexi-access drawdown. We consider what they are, how they operate and their attraction.