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A guide to: Income Drawdown in partnership with SimplyBiz
A guide to help you have informed drawdown conversations with your clients.
We're delighted to be partnering with SimplyBiz to bring you this guide.
You’ve told us that the two big questions clients ask their advisers are “Do I have enough money?” and “Will my money last?”. This guide sets out to help you consider both the emotional and technical considerations involved in advising clients on an income drawdown.
Each section of the guide is also supplemented by commentary from Mark Greenwood (Director of Compliance Services, SimplyBiz) covering key advice considerations. We hope you find this useful.
Get your copy of the guide
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