How to make drawdown a success

An update on where New Zealand is with decumulation, as the 2022 Review of Retirement Income Policies sets its sights on the topic.

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Rules of Thumb for decumulation or draw down

A simple tool to get people thinking about how to take money from retirement savings – a new approach from New Zealand.

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Solving the decumulation advice puzzle

The UK Budget highlights the need to solve the advice puzzle for people decumulating their savings, with some welcome ideas of international relevance. Continue reading