Strategies used in the accumulation phase of retirement are unlikely to be appropriate for the decumulation stage. The Retirement Income Advice Review is another step towards encouraging advisers to build a more robust process for suitability, specifically aimed at the drawdown stage of an individual’s retirement journey.
In the brochure below, we ask two of our experts – Graham Hook and Georgina Taylor – to discuss the important aspects and outcomes of The Retirement Income Advice review. Our regulatory expert, Graham Hook, gives his views on the Retirement Income Advice Review and the elements that advisors should focus on. Next, Georgina Taylor, Invesco’s Head of Multi-Asset Strategies, UK, shares her thoughts on how the advice review is influencing Invesco’s approach to decumulation strategies.
Join David Aujla, portfolio manager as he provides a monthly recap of the financial markets. Looking at market trends political developments, the macroeconomic landscape and the impact it has a market volatility stay ahead with expert commentary.
In this regular piece, we summarise the key headlines from the quarter that have impacted investment performance.
Donald Trump completed an historic comeback in November as both he and his Republican Party swept the board in the US Presidential and Congressional elections.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change.
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