2025 White Paper: Retire Well
Our fifth annual white paper - empirical evidence, not opinion, on how advisers can deliver reliable, inflation-resilient drawdown income for their clients.
This year’s paper is split into three distinct parts:
A new dedicated section with practical explanations for advisers and retail investors.
A technical section analysing and comparing deterministic and stochastic projections, plus sections on key elements of drawdown; passive, active and annuities compared side by side; results of using the 4% Rule in the UK; the volatility trap; defining risk for retirees and the hidden costs of passive investing.
A database of the historical results from the last 25 years measuring different methods of withdrawal with different methods of investing.
Request your free copy
Our latest white paper is only available in hard copy until Spring 2026.
By submitting your details you consent to our Privacy Policy. You will also receive our Saturday morning email - you can unsubscribe easily at any time, although you probably won’t want to.
