Trustee rights ‘should trump member transfer requests’ in pension liberation fight

Professional Adviser | 25 Apr 2014 | 07:47

Trustee due diligence should be prioritised over member transfer rights in order to stamp out pension liberation, according to the head of the Pension Liberation Industry Group.


Scottish Widows video: Life feels better with a plan

Retirement Planner editor Helen Morrissey spoke to Scottish Widows' Ronnie Taylor and Richard Jones about retirement planning

Professional Adviser | 24 Apr 2014 | 09:16 | video

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.

Retirement Planner | 23 Apr 2014 | 09:59

Other Retirement articles


Just Retirement launches one-year version of fixed-term annuity

Annuity provider Just Retirement has launched a one-year version of its fixed-term annuity in response to the far-reaching changes affecting drawdown announced at last month's Budget.

Professional Adviser | 22 Apr 2014 | 22:42
Keith Richards

Public only hears 'advice', says PFS chief Richards

How the industry distinguishes between 'advice' and 'guidance' is at odds with how the public perceives financial services, argues Personal Finance Society (PFS) chief executive Keith Richards.

Professional Adviser | 22 Apr 2014 | 12:06 | video

Scrap pensions tax relief - thinktank

Tax relief on pensions should be replaced by a Treasury contribution of 50p per £1 saved, argues a radical report by Michael Johnson for influential thinktank the Centre for Policy Studies (CPS).

Professional Adviser | 21 Apr 2014 | 10:31

Inquiry: What advisers really think about the Budget

Fiona Murphy goes through the results of this month’s Inquiry on the recent Budget and finds an advisory market (mostly) cheered by radical reforms.

Professional Adviser | 17 Apr 2014 | 16:52

A focus on income drawdown

The Budget has been described as the death knell for annuities and a welcome boost for income drawdown. Barry O Sullivan looks at how the rules change the face of the pensions market and what should an adviser’s strategy be going forward?

Professional Adviser | 17 Apr 2014 | 16:52

What have personal pensions learned from ISAs?

While the amount of flexibility available in pensions has increased since the Budget is there room for more? Neil MacGillivray looks to the ISA world for inspiration.

Professional Adviser | 17 Apr 2014 | 16:50

SIPPs: The challenges and opportunities

The SIPP market recently celebrated its 25th anniversary. Ray Chinn takes a look at the opportunities and challenges that exist within the market.

Professional Adviser | 17 Apr 2014 | 16:49
A house made from 10 pound notes

Become a shareholder as part of IHT planning

Susan Midha takes a look at some more unusual ways of mitigating an inheritance tax liability

Professional Adviser | 17 Apr 2014 | 16:48

The lifetime allowance and pension protection opportunities

Nigel Hatt looks at the protection opportunities for those in danger of breaching the lifetime allowance.

Professional Adviser | 17 Apr 2014 | 16:42

Will people cash in their pensions?

Cashing in your pension sounds better in theory than in practice, says Mike Ferguson of pension provider Barnett Waddingham.

Professional Adviser | 17 Apr 2014 | 16:40

The pros and cons of DB to DC transfers

The ability for DC members to be able to take their pension as a cash lump sum could lead to a raft of requests from DB members to transfer to a DC arrangement. Helen Morrissey looks at the potential impact of such a move and asks how schemes should communicate with members

Professional Adviser | 17 Apr 2014 | 16:30

Game changer: What does the Budget mean for advisers?

Fiona Murphy asks: What do the sweeping changes introduced in the Budget mean for financial advisers?

Professional Adviser | 17 Apr 2014 | 16:28

'Word 'retirement' is almost inappropriate': A Q&A with APFA's Chris Hannant

Fiona Murphy caught up with Association of Professional Financial Advisers director-general Chris Hannant to discuss the changing retirement advice landscape

Professional Adviser | 17 Apr 2014 | 16:24

The Budget: Keep calm and carry on

I've been through A-Day, ASP, auto-enrolment and THAT last-minute decision that residential property should not be included in a SIPP. But never have I seen anything quite like the Budget.

Professional Adviser | 17 Apr 2014 | 16:22

SIPP transfer failings: What went wrong at 'deficient' 1 Stop Financial Services

Two advisers have today been banned from financial services for significant failings relating to about 2,000 pension transfers, which led to more than £50m being transferred to overseas property developments operated by Harlequin.

Professional Adviser | 17 Apr 2014 | 12:44

RP readers get 10% discount on Henry Stewart retirement conference

Retirement Planner readers can claim an exclusive 10% discount on the upcoming Henry Stewart Pensions Planning for the Individual: An Update Conference.

Professional Adviser | 17 Apr 2014 | 11:41

FCA bans advisers for pushing 2,000 clients into ‘unsuitable SIPPs’

The Financial Conduct Authority (FCA) has banned two men from working in the industry for orchestrating unsuitable self-invested personal pension (SIPP) switches.

Professional Adviser | 17 Apr 2014 | 10:24


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