Adviser

Previewing the review for clients in SIPP Drawdown

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August 09, 2022 Curtis Banks, SIPP Drawdown, Webinar
On this webinar Colin Simmons, Pension Business Development Manager, Pru, and Stuart Eve, Business Development Manager, Curtis Banks, looked at what advisers should be considering when conducting client income drawdown reviews - challenging the thought process on: Is the income still sustainable; Is the investment still suitable?