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

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