Why employers with Group Personal Pensions should reconsider their default assumption that lifestyling to annuity is appropriate

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.

Here I explain the reasons why lifestyling to an annuity may not be appropriate in 2020.

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Alistair, a founding director of Wingate Financial Planning, specialises in complex client cases, particularly owner-managed businesses, pensions, and retirement planning. He is a member of the Wingate Investment Committee and a Chartered Financial Planner, Fellow of the Personal Finance Society, and member of STEP and the Chartered Institute of Taxation.

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03 Dec 2024

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