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Personal
Wealth
Home
For Clients
For Clients
Investment planning & advice
Plan for your retirement or career transition
Build generational wealth
For Financial Planners
For Financial Planners
Planning & Investment Advice
Practice Wellness
Ultra-High Networth Client Solutions
Discretionary Fund Managers
Estate planning Solutions
Investing
INVEST WITH US
Local investment products
Offshore investment products
Investment funds
Bespoke Investment Solutions
Investment Backed Lending
EQT
Responsible Investing
INVESTMENT MANAGERS
Private Clients
Symmetry
Cash and Liquidity
Private Clients
Private Clients
Home
Our Services
Why choose us?
Insights
Investment Research Library
Contact Us
EQT
About Us
About Wealth
Who we are
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Business
Corporate
Institutions
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Find an adviser
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The Wealth Debrief Exchange - December Edition
WHAT IS A SUSTAINABLE LIVING ANNUITY DRAWDOWN RATE FOR YOUR CLIENTS?
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.
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