Legacy & Sustainable Withdrawal In Retirement Portfolio

Often when we talk about the Sustainable Withdrawal Rate framework we often talk about the chances of a client running out of money, this how we usually define 'Success Rate'.

We talk and think about the number/ percentage of scenarios in which the client doesn't run out of money, i.e. the client ends up with a balance of £1 or more in their portfolio. What if we changed that?

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