Income Drawdown Suitability Reports
Kate_D
Member
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?
Comments
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.