Feature - Retirement Planner

        Inquiry: Auto-enrolment - The impact on advice

        Retirement Planner | 13 Oct 2014 | 11:11

        In this month’s Retirement Planner Inquiry Helen Morrissey looks at auto-enrolment and whether it will push people towards financial advice.


        RP: Start-up businesses are worth a closer look

        Advising start-up businesses might not seem to be top of many advisers' to-do lists as many aspiring entrepreneurs are low on cash and may feel they are unable to pay advisory fees. However, they are a group deserving of a closer look.

        Retirement Planner | 17 Sep 2014 | 10:15

        U-turns and sky-high fees: A tale of two FOS decisions

        Two recent Financial Ombudsman decisions are crucial reading for the SIPP industry. Fiona Murphy looks at the issues.

        Retirement Planner | 17 Sep 2014 | 10:00

    Other Feature - Retirement Planner articles


      Case Study: Post Budget advice

      In this case study David Trenner looks at some of the advice issues brought up by the Budget.

      Retirement Planner | 17 Sep 2014 | 09:59

      Advising entrepreneurs

      Helen Morrissey talks to Addidi Wealth Management’s Anna Sofat about her work with entrepreneurs

      Retirement Planner | 17 Sep 2014 | 09:58

      Making the guidance guarantee the go-to retirement service

      How should the guidance guarantee look? Chris Daems believes it should take a leaf out of NHS Direct’s book.

      Retirement Planner | 17 Sep 2014 | 09:54

      A second line of defence: Is the guidance guarantee enough?

      Stephen Lowe looks at the post-Budget retirement landscape and asks if the guidance guarantee is enough.

      Retirement Planner | 17 Sep 2014 | 09:53

      On target? Winning the battle on pension liberation

      Fiona Murphy examines The Pension Ombudsman’s delays to decisions on pension liberation fraud and wider concerns about how liberation could shift.

      Retirement Planner | 17 Sep 2014 | 09:52

      Adding value to post-Budget retirement decisions

      Vince Smith-Hughes looks at the challenges and opportunities for advisers in the post-Budget environment.

      Retirement Planner | 17 Sep 2014 | 09:34

      Digging deeper into the pension reforms

      Claire Trott takes a closer look at the intricacies of Budget reforms

      Retirement Planner | 17 Sep 2014 | 09:23

      Deferring state pensions: Weighing up the options

      Should retirees defer their state pension? For some, it might significantly boost their retirement income levels. Fiona Murphy finds out what pension experts think

      Retirement Planner | 17 Sep 2014 | 09:21

      Shoring up the defences: protecting savers’ retirement pots

      Stephen Lowe takes a look at the recent Budget changes and highlights the need for more customer protection.

      Retirement Planner | 01 Sep 2014 | 16:12
      Social Media Puzzle

      Social media: Are you compliant?

      Whether you’re a social media star or Luddite, Fiona Murphy outlines the latest FCA rules on making sure your communications do not breach the regulator’s new rules.

      Retirement Planner | 01 Sep 2014 | 16:09

      Should SIPPs go into peer-to-peer lending?

      Adam Wrench looks into the reasons why the SIPP industry should be looking more closely at the peer to peer lending market.

      Retirement Planner | 01 Sep 2014 | 16:08

      Dear CEO: What the latest SIPP reforms mean

      Fiona Murphy takes a closer look at the Financial Conduct Authority’s (FCA) capital adequacy reforms, thematic review and ‘Dear CEO’ letter for SIPP operators.

      Retirement Planner | 01 Sep 2014 | 16:06

      Why advisers should concentrate on what they offer, not how

      The changes to pension provision announced in the Budget are far reaching. But in order to access a fragmented pensions market, advisers need to give equal importance to the underlying solution, as well as the method of delivery according to Harry Kerr.

      Retirement Planner | 01 Sep 2014 | 16:06

      All eyes on equity release

      Fiona Murphy writes on the equity release market’s surge in momentum.

      Retirement Planner | 01 Sep 2014 | 16:05

      Inquiry: What support do advisers need?

      The retirement market is changing and financial advisers and their clients need more information about the different options. Helen Morrissey goes through the latest findings into where support is needed and how it should be delivered.

      Retirement Planner | 01 Sep 2014 | 16:03

      Empty nesters and retirement roundtable

      Helen Morrissey talks to a panel of industry experts about the issues empty nesters face preparing for retirement.

      Retirement Planner | 27 Aug 2014 | 15:58

      Supporting smaller employers through auto-enrolment

      As auto-enrolment proceeds smaller employers can struggle to get the support that they need. The Auto-enrolment Advisory Group has launched AE in a Box, a low-cost system aimed at supporting small employers through the auto-enrolment process.

      Retirement Planner | 27 Aug 2014 | 15:52


Job of the week


    To what extent do you use multi-asset solutions for investment clients?