Displaying items by tag: drawdown
Drawdown clients at risk, warns EV
Drawdown clients are being exposed to high-risk investments without their knowledge leaving advice firms on a “ticking time bomb” of potential complaints, according to Financial Planning fintech EV Financial Solutions.
Novia adds ‘drip feed’ pension drawdown functionality
Adviser platform Novia has added new benefit crystallisation event and pension income functionality.
Lisa Webster: Details matter for drawdown splitters
The first Monday back after the Christmas break has come to be known as “Divorce Day” – this year it fell on 4 January.
Vanguard adds drawdown option to SIPP
US-owned investment manager Vanguard has added a drawdown option to its SIPP-based Personal Pension plan.
Income drawdown clients could face 'perfect storm' - report
The Coronavirus pandemic has created the 'perfect storm' for those in income drawdown and many may never fully recover from the impact, according to a new report.
Free webinars on drawdown from fintech
Adviser tech firm O&M, part of fintech Iress, is to provide free CPD-qualifying webinars on drawdown for advisers.
Drawdown investors beat annuitants since Freedoms
Pensions drawdown investors have seen positive growth in four out of the five years since the Pension Freedoms arrived in 2015, according to a new study.
Drawdown will drive retirement advice in 2020 - Curtis Banks
Curtis Banks, the SIPP and SSAS provider, has predicted that growth in the retirement advice sector in 2020 will come mainly from pension savers and advisers changing or switching existing drawdown plans.
Transact enables Timeline pension app integration
Transact has added an integration facility to allow users of the third party Timeline pension app to import Transact client portfolio data to help with pension drawdown planning.