Ask the Expert

        Rock and Resnik: What experts say when asked to 'Keep it Real'

        Professional Adviser | 13 Oct 2014 | 13:14

        Finametrica co-founder Paul Resnik and Architas CIO Caspar Rock together have industry experience of 60 years. In a Meet the Experts session at the IFP conference, they offered their views on advice, investment and the power of simplicity.


        Roundtable: Retirement income - the challenges

        Retirement Planner editor Helen Morrissey talks to a panel of industry experts about the issues advisers face in the retirement income market and the role of income drawdown.

        Retirement Planner | 30 Sep 2013 | 14:46 | video

        The role of income drawdown in retirement planning

        Helen Morrissey talks to Axa Wealth’s Andy Zanelli about the growth of the income drawdown market.

        Retirement Planner | 30 Sep 2013 | 13:11 | video

    Other Ask the Expert articles


      Blog: What does the future have in store?

      Nick Elphick, managing director of specialist products, AXA Wealth, considers what the future has in store for ‘traditional’, stand-alone products.

      Retirement Planner | 30 Sep 2013 | 12:00

      1. Minimum income requirement

      All about the MIR and what it means for your clients.

      IFAonline | 30 Sep 2013 | 10:55

      2. Flexible drawdown

      A technical overview covering types of clients, anti-avoidance provisions and death charges.

      IFAonline | 30 Sep 2013 | 10:50

      A new way to phase retirement

      Phased V Flexible drawdown: technical presentation with client scenarios illustrating the differences in tax-free lump sum and death benefits.

      IFAonline | 30 Sep 2013 | 10:45

      Video: Pensions liberation

      Axa Wealth's head of retirement planning Andy Zanelli discusses the issue of pension liberation.

      Retirement Planner | 30 Sep 2013 | 10:39

      Video: Flat rate state pension

      Axa Wealth's head of retirement planning Andy Zanelli on flat rate state pensions and what it means for your clients.

      Retirement Planner | 30 Sep 2013 | 10:35

      Blog: Andy Zanelli – now is the time for action

      Commenting on the Department for Work and Pensions ‘Framework for the analysis of future pension incomes’ report, Andy Zanelli, head of retirement planning, AXA Wealth, on why now is the time for action.

      Retirement Planner | 30 Sep 2013 | 10:32

      Client infographic: The lowdown on drawdown

      An infographic to help your clients understand capped and flexible drawdown.

      Retirement Planner | 30 Sep 2013 | 10:25

      Blog: Andy Zanelli says ‘get flexible’

      Andy Zanelli, head of retirement planning, AXA Wealth, on the suitability of annuities and a proposed plan to cut the lifetime allowance.

      Retirement Planner | 30 Sep 2013 | 10:21

      One vulnerable saver signs up to a bad pension every seven minutes

      Every seven minutes a chronically sick saver is being deprived of a bigger income in retirement, leaked figures reveal.

      IFAonline | 25 Sep 2013 | 07:27
      Two pensioners

      Majority of under-45s ‘in the dark on retirement income’

      The majority of savers under the age of 45 are unaware of the amount of income they can expect from their pensions when they retire, according to Standard Life.

      Retirement Planner | 23 Sep 2013 | 16:41

      Is pension tax relief working?

      A recent report from the Pensions Policy Institute has recommended alternatives to the pension tax relief system. Is the current system working, Fiona Murphy asks.

      Retirement Planner | 23 Sep 2013 | 13:08
      Association of British Insurers logo

      ABI: ‘Poor value pensions’ account for 10% of market

      The ‘poor value’ legacy pension schemes highlighted by the Office of Fair Trading (OFT) account for just 10% of the market but the industry audit will “sort any problems”, the Association of British Insurers (ABI) has said.

      IFAonline | 19 Sep 2013 | 10:27

      Sheriar Bradbury: It's time for flat rate pensions tax relief

      Sheriar Bradbury, managing director of Bradbury Hamilton, says the government should leave the annual and lifetime allowances alone and introduce a flat rate across the board. How does 30% sound?

      IFAonline | 19 Sep 2013 | 07:00

      Drawdown pensioners given October income boost

      The maximum amount of money drawdown pensioners can withdraw from their retirement pot is set to rise next month.

      IFAonline | 18 Sep 2013 | 14:23

      Annuities: What does a good shopping around service look like?

      The recent launch of the ABI’s Annuity Window has sparked debate as to how best to serve retirees. Helen Morrissey asks what constitutes a good quality shopping around service.

      Retirement Planner | 18 Sep 2013 | 10:15

      Age of 'unretired' nears as one in five expects to work indefinitely

      One in five Britons predicts they will never be able to retire fully, a survey has revealed.

      IFAonline | 18 Sep 2013 | 09:10



    Will the guidance guarantee be of value to people with small pension pots?