Drawdown: The Mirror Image of Accumulation

An increasing number of reports reveal the majority of pension investors are ill-equipped to make their retirement income last their lifetime. Read our white paper on how we can turn this around.

In the report, we take a deeper dive into how the industry can better support consumers preparing for, at, and in retirement, by reviewing:

• Attitude to risk questionnaires – are these tailored for the needs of consumers that are seeking to draw an income?

• The communication of risk – what risk factors are being taken into consideration?

• Risk-rated funds – capital growth funds vs. sustainable income

• Annual reviews – as important for advised and non-advised consumers

• FCA illustration rates – the purpose and relevance