I spent last week out and about speaking to advisers. As usual, the conversations were full of fascinating insights into the practical day-to-day reality of managing clients' wealth. The focus was on ...

The four percent rule, or some variation thereof, is widely followed by experts and laymen alike as a strategy for calculating the amount you can safely withdraw from your retirement savings while ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Income drawdown has actually been around for a while, but the chancellor made it a more attractive option for many people in the Budget. More folk can now withdraw larger sums from their pension pots ...

A recent discussion with subscribers touched on market drawdowns and how they have impacted different income sectors. On the service we track some of the key metrics of various income sectors such as ...

Almost half of all financial assets held by households age 65 and older can now be considered in retirement income “drawdown” mode, according to a new research report. A news release said that the ...

Alliance Trust Savings, one of the country's leading SIPP providers believes that the new income drawdown rules announced on the 9th December could see a short term boom in individuals electing to go ...

Three women met in a Zoom book club and found that they had a lot in common. They were all single seniors who are planning on retiring at age 65. All three planned to claim Social Security at age 65, ...

When it comes to retirement planning, a common question these days is “in light of all that’s going on, how should I take my retirement drawdowns?” By “going on,” consumers are mainly referencing the ...