Pension schemes which allow members to designate defined contribution (DC) funds for drawdown may need to amend their scheme rules, following an update to HMRC’s Pensions Tax Manual. On 26 March 2025, ...

In this section, we take a look at how this income drawdown has played out so far. There are few surprises here. As we discussed in a separate article on income drawdowns, particularly those with a ...

I have a Telegram member Rootie was considering adding US 20-year long term treasuries as a buffer from equity drawdown (when ...

A critical part of an overall financial plan, regardless of age, is having goals for how you will live and spend in the short and long term and managing the assets you have accumulated to fund those ...

Talking Head: The PMI's Tim Middleton explains why, when push comes to shove, annuities are an inevitable part of retirement income provision for the majority of savers. The regime in place was ...

Savers approaching retirement usually either buy an annuity that pays a guaranteed income for life (but with no prospect of further investment growth) or draw income directly from their pension funds, ...

Drawdown solutions must be improved to offer pensioners greater certainty that their retirement income will last, a panel of specialists told Pensions Expert last week. Speakers at FT Live’s ...

Markets have wobbled over the last couple of weeks as the S&P 500 nearly entered correction territory, volatility spiked and Treasury bonds rallied on the flight-to-quality trade. In this article we ...

Alex Shahidi, JD, CFA®, CFP®, ChFC®, CIMA®, is a Managing Partner and Co-CIO at Evoke Advisors, and Host of The Insightful Investor Podcast. Many investors design their portfolios to generate a steady ...