Drawdown: The Mirror Image of Accumulation

Drawdown Whitepaper Cover_Mockup

Download your copy of the white paper

The misalignment between drawdown planning methodologies and customers' retirement goals is a ticking time bomb.

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