Helping clients achieve financial success through decumulation

In this webinar, and building on the article entitled The Decumulation Opportunity in STEP Journal Issue 6, 2021, John Williams TEP, Head of wealth planning at Nedbank Private Wealth, discusses these risks in detail with Annamaria Koerling, Delfin Private Office. The discussion will explore how they can be managed and what plans advisors can put in place to ensure their clients enjoy their retirement in the lifestyle to which they aspire.


  • Annamaria Koerling, Delfin Private Office, UK and Malta
  • John Williams TEP, Nedbank, UK