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... I would be a complete idiot if I recommended that same strategy to someone a couple of years from retirement who was looking to preserve their existing pension pot as best they could.
Yes, indeed.
I think one problem was that the client had conflicting objectives. He wanted in on the bull market in equities and property (didn't everyone?), but also wanted to preserve a defined tax-free cash payout.
I think it is foolish to assume that a one-size solution can fit everyone - whether 100% equities or fixed interest.
Pls be nice to all MoneySavers. There's no such thing as a stupid question, and even if you disagree courtesy helps. Take care over copyright. Use excerpts and links rather than copying long text. This site asserts copyright on all comments posted on the board.
Pls be nice to all MoneySavers. There's no such thing as a stupid question, and even if you disagree courtesy helps.
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