1366 briefings from 394 companies
Income Draw Down briefings
The higher flexibility allowed to pension savers through the 2014 Budget reforms has made way to greater opportunity for post-retirement investors, yet with this opportunity comes new challenges. This paper analyses a range of scenarios to convey the challenges involved in decumulation investments.
Company:Standard Life Investments
Published:30 April 2015
Many investors entering the retirement ‘transition zone’, must use their accumulated savings to fund retirement income, but conditions mean many are looking beyond conventional annuities. In this article we use a case study to understand the key trade-offs: income, bequest and sustainability.
Company:Barrie & Hibbert
Published:01 April 2011