With interest rates, bond yields and annuity rates all at historical lows, drawing a reasonable level of income from invested assets is a vexed question for many clients. Working with Assetfirst, the team behind our model portfolio solution, Intelligent Partnership have developed a session looking at three strategies for taking income from a portfolio and one way of trying to establish what level of income will be sustainable. This session takes 30 minutes and it requires some very basic understanding of concepts such as yield and probability. You will leave with a theoretical framework for assessing the appropriate level of…

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