Ad-hoc Pension Withdrawals and Cash Flows
Wanted to get some opinions and help on Cash Flow modelling when an existing client is withdrawing an ad-hoc lump sum.
Do you do cash flows for all withdrawals? If it is just an ad-hoc withdrawal, do you still do a cash flow to show this? If so, how do you make this relevant?
Historically we have just done it for regular withdrawals.