Cashflow analysis for the baby boomers

The at-retirement space is a growing market for all financial planners. Many of our clients have accumulated large pension assets and need to switch from accumulating capital inside pensions to decumulating the assets. With anuties at historical lows and have been continuing to fall over the recent years, the at-retirement market is booming for financial planners. Whether you believe we are in an era of pension simplification or pension complication we need to continually keep on top of all the changes within this market. The lifetime allowance and annual allowance changes have been rapid and quite harsh.

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