Income Drawdown Suitability Reports

Kate_D

Does anyone have any good resources for pension decumulation suitability reports?  I am thinking particularly of sustainability of decumulation, safe withdrawal rates and visuals to show how long each pot might last?

Jona

Life expectancy - https://visual.ons.gov.uk/how-long-will-my-pension-need-to-last/

Jona

There's this - https://www.timelineapp.co/

Jona

Or Voyant....!

Navigator

I second all of the above and would also suggest a good old excel spreadsheet.

PeterM

Abraham Okusanya (the guy behind the TimeLine app mentioned above) does a load of blogs on this. 

Latest one was about the idea of keeping a cash buffer and is well worth a read. 

https://finalytiq.co.uk/cash-reserve-buffers-withdrawal-rates-old-wives-fables-retirement-portfolio/?mc_cid=835daa0637&mc_eid=7927e9765a

Royal London have an income modeller but you need to be registered for their website.