Defaqto launches Income Drawdown workflow within Engage
20 January 2021
Defaqto has launched an Income Drawdown workflow within its financial planning software, Defaqto Engage, in what it called a ‘step-change’ in the right direction for clients in the decumulation phase. The tool, which is free to existing Engage users, allows advisers to assess the impact that drawing a regular income has on a client’s...