living annuities Archives - Ascor® Independent Wealth Managers Financial planning Wealth Management group

Temporary changes to the drawdown rate on living annuities

05/25/202005/02/2020

Wouter Fourie temporarily change the drawdown rate on your living annuity 30042020

Temporary changes to the drawdown rate on living annuities As part of its wide-ranging tax relief measures, the government has offered pensioners the ability to change their drawdown rate for four months between 1 May and 31 August. For this period you can draw down as little as 0,5% and as much as 20% …

Are you getting proper advice about living annuities

08/03/201708/01/2017

Are you getting proper advice about living annuities? Wouter Fourie (CFP®), Director of Ascor® Independent Wealth Managers and FPI Financial Planner of the year 2015/16 (Published in Personal Finance, 1 August 2017) There’s nothing like an economic slump to make you question your retirement investments and, often, the competence of your financial adviser or …