We’re beyond thrilled to present a new white paper ‘Pound Cost Ravaging: Understanding Volatility Drag, Sequencing Risk & Safe Withdrawal Rates in Retirement Portfolio‘ 

Published ahead of the upcoming Retirement Income Conference, this paper is a deep dive into how the combination of sequencing risk and volatility drag is exacerbated by portfolio withdrawals, resulting in ‘pound cost ravaging.’ This subtle, yet dangerous risk is often ignored and could wreak major havoc to clients’ retirement plans.

In the paper, we present some insight into the latest research on Safe Withdrawal Rates for UK clients, a useful foundation for advising clients on how best to ensure their retirement pot doesn’t run out before they do.

You can access a free copy below. Go on, you know you want to.

Oh, and it’s free, what else could you possibly want?

We hope you enjoy reading this paper as much as we’ve enjoyed writing it. Drop us a line to let us know what you think and how you’re addressing the issues raised within your firm.

And don’t forget to register here if you’ll like join us for the Retirement Income Conference on the 3rd of March, where leading experts including prominent US based planner Michael Kitces will share practical strategies to help planners manage sequencing risk, model retirement income options robustly and deliver better client outcomes.
You’re also welcome to attend our Retirement Income Conference, where will be talking about this with a experts drawn from the UK and the the US.