I have a Telegram member Rootie was considering adding US 20-year long term treasuries as a buffer from equity drawdown (when ...

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, ...

In this section, we take a look at how this income drawdown has played out so far. There are few surprises here. As we discussed in a separate article on income drawdowns, particularly those with a ...

Talking Head: The PMI's Tim Middleton explains why, when push comes to shove, annuities are an inevitable part of retirement income provision for the majority of savers. The regime in place was ...

Drawdown solutions must be improved to offer pensioners greater certainty that their retirement income will last, a panel of specialists told Pensions Expert last week. Speakers at FT Live’s ...

Alex Shahidi, JD, CFA®, CFP®, ChFC®, CIMA®, is a Managing Partner and Co-CIO at Evoke Advisors, and Host of The Insightful Investor Podcast. Many investors design their portfolios to generate a steady ...

PIMCO Dynamic Income Fund is a Buy as macro conditions support its robust income engine, with income durability and reduced ...