Tracey Evans

Tracey Evans: Saving youngsters from financial and emotional fallout

I have been doing some reading up on why women do not save, courtesy of the Scottish Widows Women & Retirement Report, and the usual things one would expect sit firmly at the centre of it. While the number of women saving adequately for retirement is at its highest since Scottish Widows started this research […]

Spring cleaning your work life with Tracey Evans

I have recently moved house after being in the old one for around 18 years. I had never really thought of myself as a massive hoarder, preferring these days to spend my resources on life experiences and travel rather than accumulating loads of stuff. That said, a number of skips later, I have to admit […]

Tracey Evans: The art and value of storytelling

The majority of my client work is with baby boomers who are moving from accumulation to decumulation and often have a fear of running out of money, even when they have good levels of wealth and are fortunate to have final salary schemes. Many of these clients are what I call “super-accumulators” – still accumulating […]

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Tracey Evans: Drawdown problems are a ticking time bomb

Over the last few weeks I’ve been reviewing recent reports available to the advisory community. The one which particularly caught my attention was “Drawdown: Is it working for consumers?” which was produced by Zurich. It is based on a YouGov survey of 742 people who have moved into drawdown since pension freedoms began. The main points I pulled from the research […]

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Tracey Evans: How to talk to clients about mortality

Much has changed in the 30 years I have been in financial services. One of the major recent changes has been the pension freedoms, which came into force three years ago. In the ‘old days’, clients’ main choices were around what type of annuity they were going to buy at retirement with their money purchase […]