Take-up of pension advice and guidance ‘going backwards’
FCA data shows 40% of decumulation products were bought by DIY savers
Decumulation
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MPS provider unveils decumulation products for advisers
To protect investors from sequencing and shortfall risks in retirement
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Succession Wealth teams up with tech company
In a bid to tackle ‘one of the biggest challenges for adviser firms’
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Defaqto unveils drawdown tool
It ‘provides a step-change in the right direction for advisers with clients in the decumulation phase’
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Defaqto unveils drawdown guide for advisers
‘Perfect storm’ created by pandemic shows need for planners to sharpen focus on risk
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SJP unveils fund range to deal with decumulation challenges
In partnership with State Street Global Advisors
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Dynamic Planner rolls out decumulation service
Church House and Columbia Threadneedle among latest to sign up
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Dynamic Planner expands decumulation comparison risk labels
UBS and JP Morgan among first to have retirement portfolios scrutinised
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Dealing with decumulation complexities
Challenging enough in the UK, it becomes even more complicated when retiring overseas
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Helping clients deal with the complexities of decumulation
Retirement conversation has shifted emphatically from how to accumulate money to ensuring wealth
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Should decumulation keep IFAs and clients up at night?
Pension freedom flexibilities ‘present risks which need to be navigated’
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IFAs bemoan ‘insufficient’ focus on decumulation
Some 86% expect growth in the number of clients needing advice on this over the next five years