A lack of retirement savings and depressed investment markets have left many pensioners and financial advisors anxious about the future. Our in-house research introduces some new ways to approach this age-old problem.
Typical situations facing advisors and pensioners today.
- Many investors simply haven't saved enough to begin comfortably drawing an income of less than 5% from a living annuity.
- Some pensioners are drawing an unsustainable level of income and risk running out of money.
- Pensioners face a unique investment challenge, balancing long-term income and growth needs.