In the News

Title

Probability and the 4% rule: How to ensure your clients retire 'safely'

Document Type

Article

Publication Date

2-18-2015

Abstract

For clients in retirement, developing a sensible and sustainable withdrawal strategy is at least as important as developing a sensible investment strategy.

Unless a client annuitises all or most of their retirement pot, they need to have a robust framework in place to guide their withdrawal decisions or risk running out of money