I am nearing retirement and already had some ideas in regard to a drawdown strategy from my various investments and pensions.  I was keen to minimise my tax exposure in retirement however, I needed to make a firm decision on the best way forward from several options available to me.  The new Voyant cash flow tool allowed us to import all my specific data and then perform various “what if” modelling scenarios to see the likely outcome.  Subsequently this made it clear that for my particular profile there was one drawdown strategy that was best for me.  I can certainly recommend this as a worthwhile exercise to others.

Colin M
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