In our recent annual study on safe withdrawal rates, my colleagues Tao Guo, Jason Kephart, Christine Benz, and I looked into a variety of strategies that retirees can use to manage portfolio ...

In our weekly series, readers can email any question about their finances, to be answered by our expert, Rosie Hooper. Rosie is a chartered financial planner at Quilter Cheviot Financial Planning and ...

How to make sure assets last throughout retirement is a key question for advisers, and often very difficult to answer. Big, future dollar amounts are hard to visualize realistically, says Troy Hirschi ...

Pension maximization is a retirement strategy for couples aiming for the highest annuity payout. Learn how life insurance ...

Thirty-two per cent of people in drawdown do not have any investment experience, yet two in five of them have not received advice or guidance, according to a recent report that urges the introduction ...

Default investment strategies used by major defined contribution (DC) master trusts have become increasingly growth-focused over the past five years, as providers adapt to how savers now access their ...

Pension schemes which allow members to designate defined contribution (DC) funds for drawdown may need to amend their scheme rules, following an update to HMRC’s Pensions Tax Manual. On 26 March 2025, ...