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.
The first quarter of 2020 has been one of the most volatile periods that financial markets have ever experienced and for many clients taking regular income in drawdown this has been the first real episode of sustained market volatility.
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.
In this final instalment, it’s time to turn the screw on the investment strategy used within your CRP because the Covid-19 pandemic has added an unexpected and challenging twist to the tale.
Our drawdown governance service has been designed to help you monitor the sustainability of your clients' income and see when things are heading off track.
We’re introducing new-aged based packs as a result of the FCA’s new rules on ‘wake-up packs’.
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.