Five retirement stories you might have missed

IFAonline | 15 Apr 2014 | 15:57

In this week’s Retirement Planner news round-up we highlight five key stories you might have missed over the past seven days.

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Adviser noticeboard (14-18 Apr)

Our weekly round-up of the key product launches, charging tweaks, people moves and events for financial advisers...

Professional Adviser | 14 Apr 2014 | 15:26
fees

Adviser masterclass: How to explain fees to clients

Rebecca Jones investigates how advisers can satisfy the regulator while keeping things as simple as possible when explaining fees and charges to clients...

Professional Adviser | 14 Apr 2014 | 15:24

Other Retirement articles

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Trustees: We already do better than Osborne’s ‘guidance guarantee’

Many trust-based DC pension schemes already offer more than the ‘guidance guarantee' to their members and are worried about being forced to ‘dumb down' standards, according to the National Association of Pension Funds (NAPF).

IFAonline | 14 Apr 2014 | 10:39
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Advisers to play key role in PFS plans for Budget ‘guidance guarantee'

Financial advisory businesses will be invited to play central roles in providing information, guidance and advice to retirees following the far-reaching changes announced at Budget 2014, under plans being devised by the Personal Finance Society (PFS).

Professional Adviser | 10 Apr 2014 | 12:41
steve-webb

Webb: Defined ambition pensions are still on the table

Pensions Minister Steve Webb says he remains committed to defined ambition (DA) despite the Budget scrapping restrictions on how people take their pensions income at retirement.

IFAonline | 10 Apr 2014 | 12:40
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Friends Life scraps active member discounts

Provider Friends Life has scrapped active member discounts (AMD) on all its pension schemes, giving schemes the chance to move to a single charge at the current member rate.

IFAonline | 10 Apr 2014 | 11:26
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Webb: Providers should have no part in retirement guidance

Steve Webb would be “nervous” about providers playing a part in the Chancellor’s guidance-for-all at retirement pledge.

Professional Adviser | 10 Apr 2014 | 10:31
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PFS endorses adviser product analysis tool from F&TRC

The Personal Finance Society (PFS) has given its backing to F&TRC's latest launch, Quality Analyser, which gives advisers free access to a market-wide comparison tool from 22 April.

IFAonline | 10 Apr 2014 | 08:16
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Annuitants given 18 months to reverse decision after Budget changes

Retirees who recently took a tax-free lump sum from their defined contribution (DC) pension will be given 18 months to decide what to do with the rest of their savings following the far-reaching changes to pensions announced at Budget 2014, the government confirmed on Wednesday.

IFAonline | 09 Apr 2014 | 16:21
Association of British Insurers logo

ABI and APFA join forces on tackling new tax regulation

The Association of British Insurers (ABI) and Association of Professional Financial Advisers (APFA) have issued joint guidance for advisers and insurers on complying with new tax information requirements.

Professional Adviser | 09 Apr 2014 | 12:44
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Prudential cuts income drawdown minimum to £25k

Prudential has today cut the minimum income requirement on its drawdown product from £50,000 to £25,000 before the payment of any tax free cash.

IFAonline | 09 Apr 2014 | 10:34
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Partnership chairman: We will adapt to post-Budget world

Changes to savers' rights to access their pension savings announced in the Budget may lead to provider Partnership reviewing its business model and strategy, but the company will continue to have a role to play in the at-retirement market, its chairman said on Wednesday.

IFAonline | 09 Apr 2014 | 08:09
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One in seven will retire in 2014 with no personal pension - Pru

One in seven people planning to retire this year has made no personal pension provision, meaning they will retire mainly or entirely reliant on the state, research by insurer Prudential suggests.

Professional Adviser | 09 Apr 2014 | 01:00
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Blog: Why pensioners won't buy that Lamborghini

Can the public be trusted with their savings, as George Osborne so confidently suggested? Aegon's Colin Bell thinks so...

Professional Adviser | 08 Apr 2014 | 22:09
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RP Poll: Can insurers deliver Budget guidance service?

In this week’s Retirement Planner quick fire poll we ask if you believe the insurance industry is able to deliver the Chancellor’s “retirement advice for all” pledge.

Professional Adviser | 08 Apr 2014 | 16:01
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Five retirement stories you might have missed

In this week’s Retirement Planner news round-up we highlight five key stories you might have missed over the past seven days.

Professional Adviser | 08 Apr 2014 | 16:00
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Blog: Can insurers pass the impartiality test?

Here's a starter for ten: could insurance companies deliver a retirement ‘advice' service that is both cost effective and able to pass a public test of impartiality?

Professional Adviser | 08 Apr 2014 | 14:17
Champagne glasses ready at the Awards reception

Retirement Planner Awards: Have you entered yet?

Advisers have just under three weeks to enter the inaugural Retirement Planner awards which aim to recognise high standards of advice in the retirement sector.

Professional Adviser | 08 Apr 2014 | 14:09
Otto Thoresen

Thoresen: Insurers capable of delivering Osborne’s pension advice promise

The insurance industry is capable of cost effectively delivering the Chancellor’s ‘retirement advice for all’ pledge, but passing the “impartiality test” would be challenging, Otto Thoresen told MPs.

Professional Adviser | 08 Apr 2014 | 11:51

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Do you believe the insurance industry can deliver the Chancellor's "retirement advice for all" pledge?