ATRQ: Drawing Down Your Assets

Deciding how to take retirement income is one of the biggest financial decisions most individuals will ever make. Getting it right is crucial.

The decumulation version of our questionnaire is specially designed to assess an individual’s attitude to risk while they are drawing down on their pension.

It takes into account that the client is remaining invested while also expecting their portfolio to generate cash. It also reflects the greater impact that investment losses could have on someone in later life.

This version of the ATRQ was developed during our work with Royal London, one of the UK’s biggest pension providers.

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