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Retirement Income

What Expenditure is Essential?

In its recent Retirement Income Advice Review, the FCA referred on several occasions to “essential expenditure”; for a long time, we’ve used the same term,

Retirement Income

The Problem with Retirement Income Planners

I think that retirement income planners are generally great people. Particularly if they are based in Sussex… But there’s a fundamental problem with all retirement

Retirement Income

Joni Mitchell Retirement Advice

A bit of serendipity this last week. I was reading an article from some of our American friends (ThinkAdvisor) when Joni Mitchell’s “Big Yellow Taxi”

Retirement Income

Retirement Income Advice Review

The FCA recently announced the results of its review of Retirement Income Advice. My immediate reaction was to be flattered – it was great to

Retirement Income

Could you spend more in early retirement?

If an individual could know in advance how their portfolio would perform over the course of their retirement, they could be assured in drawing down

Retirement Income

Strong Foundations or Unsteady Ground?

Over the last year, shares from global, developed markets have produced a good return for investors; many have been surprised to see that returns have

Retirement Income

Submerging Markets?

Over the last year, shares from global, developed markets have produced a good return for investors; many have been surprised to see that returns have

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