The retirement arena is complicated and not without its fair share of jargon. The Retirement Planner jargon buster aims to explain the facts behind these terms and will be updated on a regular basis.
Accumulation and maintenance trust These trusts are often used to benefit younger beneficiaries - for instance to pay for the education and maintenance of a settlor's grandchildren. Beneficiaries need...
The chairman suggests there was a lot of rocking going on that night
Alternatives unlikely to perform well
‘Exciting solution for advisers’
Seven ‘off-the-shelf’ options
Analysing ‘noise’ largely pointless