Episode 7 - Decumulation risk tolerance profiling

We have launched a new product - a Decumulation focused risk tolerance assessment, or ‘retirement finance risk assessment’.

Since the pension options market has been liberalised, we identified that there was a requirement for an assessment that was calibrated specifically for investors of that demographic.

In general, risk tolerance questionnaires are calibrated for wealth accumulation, and so are not suitable for those seeking to draw down from their wealth instead of building it up.

For more information, please click here, email: nick.charnley@oxfordrisk.com or call Nick Charnley direct on +44 (0) 20 2931 2801