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Searching for: researcher is "morningstar"

Surveys listed in reverse order of publication date

Results 1-2 of 2.

Retirement Planning in the UK: A comprehensive update on the safe withdrawal rate
Retirement Planning in the UK
Morningstar
Oct 2017 United Kingdom Annuities and Income Drawdown, Pension Reform
Morningstar has published an analysis of safe withdrawal rates, exploring issues such as why the safe withdrawal rate is lower than many are led to believe and the extent of the impact that strong historical returns have had on safe withdrawal rates.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2610668EF   Click here to contact the authors.
 
Safe Withdrawal Rates for Retirees in the United Kingdom
Safe Withdrawal Rates for Retirees in the United Kingdom
Morningstar
1 May 2016 United Kingdom Pension Reform
Research by Morningstar has revealed that UK retirees using a traditional 4% withdrawal rate against their initial retirement savings are at increased risk of experiencing a shortfall in their capital. The research identified a safe withdrawal range beginning at 2.5% which accounts for the unique market conditions faced by retirees in the UK.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

219787A2   Click here to contact the authors.
 

Results 1-2 of 2.