6th February 2024
Handling the cost of living crisis in retirement
The grim reality of rising prices is prompting a reappraisal of retirement plans for many people. For advisers, it may also demand an alternative approach.
The grim reality of rising prices is prompting a reappraisal of retirement plans for many people. For advisers, it may also demand an alternative approach.
After decades of disciplined saving, many clients could face a new challenge in retirement: adjusting to spending their accumulated wealth responsibly and according to their means.
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
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