New Decumulation Case Studies Now Available
Helping You Support Clients with Real-World Scenarios
We’re pleased to share a new set of fictional case studies designed to help you explain and educate clients on the importance of planning for their retirement income, as well as understanding the shift from accumulation to decumulation.
Each scenario reflects real-world retirement challenges — from sequencing and longevity risk to sustainable income planning — giving you practical examples to use in client conversations.
These resources are available now on our dedicated Decumulation MPS page.
At IBOSS, we’re built to support advisers. If you have any feedback or would like additional fictional case studies created around specific client scenarios, please get in touch with mark.douthwaite@ibossltd.co.uk.