This research paper focuses on 135 high net worth pension investors and the impact of the new pension ‘freedom’ rules on their retirement journey.
We present a Foreword by the pensions minister Dr Ros Altmann, research results on the ‘retirement runway’ journey through pre, AT and post retirement and six case studies by industry professionals: Investec Asset Management, Octopus Investments, Axa Wealth, Portal Financial, TISA, and FinaMetrica.