Archive for Month: February

Sequence of Return risk

Many investors are aware of the risks when 'saving up' towards a lump sum. Unfortunately, far fewer are aware of all the risks when 'drawing down' from a lump sum, for example in retirement. One pernicious risk is Sequence of Return risk...

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CRP Checklist

Many financial advice firms have developed and refined their Centralised Investment Propositions (CIPs) over the years. But the advent of Pension Freedoms and greater regulatory scrutiny has many firms looking to refine these for retirement / decumulation clients.

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