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The Wealth Debrief Exchange I What is a Sustainable Living Annuity Drawdown Rate for Your Clients?

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Learning: Knowledge

Despite the Association for Savings and Investment South Africa’s (ASISA's) latest stats showing a five-year low of 6.6% average drawdown rate for living annuity retirees, our experts delve into why this might not be the most sustainable option for income longevity. In this episode of the Wealth Debrief Exchange, Tiaan Herselman, CFP®, and David Veary discuss living annuities and the challenges of ensuring sustainable income drawdowns. They also share valuable insights and alternative considerations to help you optimise drawdown rates for your clients. Don't miss out on this insightful discussion aimed at financial planners.