Tag Archives: UFPLS
An ever more sophisticated annuity purchaser?
Mark Ormston is a superhero There is a great report from the FCA hiding behind Mark’s comments and you can check it out more easily using this link to the FCA website. Mark is modest for his firm , Retirement … Continue reading
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Tagged annuity, Drawdown, Encashment, mark ormston, Pensions, retirement line, UFPLS
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Tax free cash? Taken advice? Panicking?
I find it hard to justify my blog pushing back on this work But I fear I’ll have to! First the phrase “still in work” applies to many people who have “retired”. Not many people say they’ve stopped working and … Continue reading
Three lessons from the FCA’s retirement income market data
My analysis of this data leads me to three behavioural insights People are concerned about “net cash” – not “gross before tax” People want control and ownership People prioritise today’s cashflow needs over a wage for life The data published … Continue reading