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Drawdown customers risk losing out from ‘mortality drag’, report warns

Advisers must explain how ‘mortality drag’ means funds in drawdown must produce increasingly higher returns to match an annuity, a report claims. The paper, written by Retirement Intelligence director Billy Burrows for Partnership, warns that the “invisible force” of mortality drag means drawdown becomes less attractive relative to an annuity as a customer ages. Mortality […]

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Asset Allocation: BlackRock’s Justin Christofel shifts to ‘less demanding’ European equities

BlackRock’s fund manager Justin Christofel is another believer in the European equities story but is cooler on UK and US stocks. In his co-managed £76.8m Global Multi-Asset Income Fund he has shifted marginally out of US equity exposure into European equities, where valuations are “less demanding”. “Equities are a bit more attractive in Europe than the US […]

Nick Eatock: Looking out for the ‘lost’ generations

Your clients are under attack. At least, if they fall into the baby boomer category they are. Not physically, of course, but their perceived wealth and good fortune is a cause for increasing resentfulness among younger people. Baby boomers are widely regarded as the golden generation, with healthy pension pots, properties bought for a song, […]

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