Cashflow planning allows advisers to show clients how their financial journey will unfold if it continues its current trajectory or with positive and negative impacts. Find out more about what it is and how we use it at Wren Sterling.
Pensions freedom has created many opportunities for scammers to target people approaching retirement with access to their retirement funds. Learn more about how scammers approach their victims and how these scams can be avoided.
What should retirees consider when investing for a sustainable, long-term income stream to meet their needs? Simon Morris, Head of Strategic Partners at Premier Asset Management discusses tactics for retirements that could span decades rather than years,
Watching a new portfolio experience volatility can be painful. Paul Gegg outlines the key concepts involved in sequential returns risk, and why investors – particularly retired investors – need to take advice with their withdrawals.
Originally published by thisismoney.co.uk 29/05/18 Four out of five retirees in income drawdown have no 'lasting power of attorney' set up, finds Zurich Investing a pension involves keeping on top of funds throughout your old age Having an LPA set up means someone you appointed takes over if you are ill If not, families face [...]