In praise of annuities

by | 14 May 2021

INVESTMENT In praise of annuities This much-maligned product should remain a centrepiece of retirement planning. Until 2006 it was compulsory in the UK to use your pension pot to buy an annuity. Progressive relaxations of the rules have brought us to a position where...

Beyond The 4% Rule

by | 14 May 2021

INVESTMENT Beyond The 4% Rule My review of Beyond The 4% Rule by Abraham Okusanya. This retirement expert makes a good case for portfolio drawdown strategies, but underplays the value of annuities. Abraham Okusanya is the founder and CEO of Timeline. His firm provides...

What do you want from life?

by | 30 Apr 2021

LIFE & TRANSITION What do you want from life? A structured approach, based on evidence, can help you find a better answer to this difficult question. My aim is to help professionals to use the success they’ve earned to live the life they want to lead. But figuring...

Have I got enough?

by | 9 Apr 2021

TRANSITION Have I got enough? The 4% rule is a simple way to figure out if you’re financially secure. Frequently criticised for being naive and out-of-date, for successful professionals it’s a pretty good guide. It’s a first world problem I know, but the move...

Working Identity

by | 9 Apr 2021

TRANSITION Working Identity My review of Working Identity by Herminia Ibarra. This brilliant book on transition makes the case for acting before you think. I only read Ibarra’s book about a year ago. I was already within six months of moving on from PwC, where I’d...

Retiring in the eye of the storm

by | 1 May 2020

TRANSITION Retiring in the eye of the storm Should COVID affect my retirement plans? Even in normal times retirement is among the most profound changes we go through in our lives. For those of us retiring now, the COVID-19 storm will accelerate and deepen our...