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Prudential - The importance of sequencing of returns risk for clients taking an income from their pension

9 June 2021
When looking at taking withdrawals from pension tax wrappers, sequencing of returns risk becomes an important factor to consider.

Recent research amongst your peers by Adviser Home, shows that retirement planning has had the biggest increase in the type of business that advisers have been doing. If you find you’re in a similar situation then sequencing of returns risk could be at the forefront of your mind.   

When income is being taken, the order any returns are delivered in – up or down - can significantly impact the future value of the fund. Even if the returns over a period are identical but delivered in a different order.

You can see this in our sequencing of risk return video.

We firmly believe our PruFund range of funds could be a useful solution for your clients in these circumstances.

 

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