News & Views

Professionalsí guide to drawdown 2019/20 (60 minutes)

29 Jul 2019

60 minute CPD reading

This guide is full of facts to help you research and provide compliant drawdown recommendations, and explains how to mitigate some of the issues and risks involved. The guide describes:

  • How to design a compliant initial and ongoing due diligence process for drawdown
  • The different retirement options
  • The suitability of a selected level of income or withdrawal
  • Key issues in managing an effective drawdown strategy
  • Risks associated with drawdown
  • The death benefit options and understand how they impact on advice

Read More

Email this article Print Share on Twitter Share on LinkedIn Share on Facebook Share on Google+
You must be logged in to record that you have read and understood this CPD Content. Login using the form below.

Login

Not yet registered?

Please complete this form to join our community

Name
Email
Company
Select your role:
Password
Confirm Password

Visit the Defaqto sponsor area

Read more Defaqto articles and find out more about their Tools & Resources here..

Categories

CPD Library

Join the Panacea community

Join the Panacea community for free and recieve news, guides, whitepapers, event information, special offers and more!