Dynamic Planner rolls out decumulation service
Church House and Columbia Threadneedle among latest to sign up
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Church House and Columbia Threadneedle among latest to sign up
UBS and JP Morgan among first to have retirement portfolios scrutinised
Challenging enough in the UK, it becomes even more complicated when retiring overseas
Retirement conversation has shifted emphatically from how to accumulate money to ensuring wealth
Pension freedom flexibilities ‘present risks which need to be navigated’
Some 86% expect growth in the number of clients needing advice on this over the next five years
Decumulation needs to be as much of a priority as wealth accumulation for both clients and advisers
IA spoke to the firm about pension decumulation, responsible investing and strategic partnerships
It will help clients with short-term sequencing risk and the longer-term issue of inflation
‘Technology not a barrier’ but providers need to start innovating
Financial Conduct Authority chief executive Andrew Bailey has listed the growth of decumulation products as a key issue for the regulator as it prepares to launch its retirement outcomes review.
Seven Investment Management has launched a retirement planning service to help advisers in the UK look after clients at, and nearing, retirement.