Good Practice Guide: Advised Pension Income Drawdown

As a result, the lessons to be learned from pensions freedoms are still relatively new. Technology, too, is constantly evolving and changing the potential for delivering good outcomes in a more efficient way.

As a result, retirement income remains a pressing priority for clients, advisers and regulators. Analytical approaches, including cash-flow modelling, are developing all the time, as are alternative approaches to investment.

Pensions freedoms were introduced as a way to reinvigorate interest in saving for retirement, by giving people control over their savings in a way that had never been allowed before. Turning that dream into a reality in a well-planned way that produces good outcomes for savers is not straightforward, and usually requires significant amounts of professional advice.

We hope this guide makes a valuable contribution to suitability and the ongoing delivery of consistently good client outcomes.

Read the Good Practice Guide (PDF)