Many investors, particularly those who are approaching or are in retirement, will be concerned about how the COVID-19 pandemic might impact their financial future.

In our next webinar, we will be looking at safe withdrawal rates from portfolios, which can help to answer crucial questions such as:

  • How much do I need to save to be able to retire?
  • Can I afford to retire now?
  • How much can I spend each year without running out of money later on?
  • How much can I afford to gift away without compromising my lifestyle?

Our financial planning and investment experts will cover:

  • How we go about answering the above questions with confidence, even in times of uncertainty;
  • The historic investment returns that inform safe withdrawal rates, and how the recent COVID-19 market movements compare;
  • When to use safe withdrawal rates and when to use a long-term cash flow forecast;
  • The importance of joined-up financial planning and investment management when it comes to portfolio withdrawals.

This event has now passed. Please click here to view an on-demand version of the webinar. 

About The Author

John Hill
John joined Saunderson House in 2011 after graduating with a first-class honours degree in European Social and Political Studies ...
Read more

Contact us

If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.