Feature - Retirement Planner

        Empty nesters and retirement roundtable

        Retirement Planner | 27 Aug 2014 | 15:58

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


        Supporting smaller employers through auto-enrolment

        As auto-enrolment proceeds smaller employers can struggle to get the support that they need. Principal Financial Solutions 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

        Is retirement reform heading in the right direction?

        Many people look to the US and Australia as models of DC best practice. However, are we right to follow their lead when it comes to auto-enrolment? Helen Morrissey takes a closer look.

        Retirement Planner | 27 Aug 2014 | 15:49

    Other Feature - Retirement Planner articles


      Can the UK lead the world in retirement income?

      When looking at how to improve the UK’s pension system we often look to systems such as those in the US and Australia for inspiration.

      Retirement Planner | 27 Aug 2014 | 15:43
      Money down drain

      Annuities: Is the grass greener?

      Fiona Murphy says although annuity sales have slumped, new research shows they can still represent fair value for money.

      Retirement Planner | 19 Aug 2014 | 11:53

      It’s retirement, but not as we know it

      Nick Elphick asks whether the general public understands what the recent Budget changes mean for them and whether we need a different approach to financial education.

      Retirement Planner | 19 Aug 2014 | 11:01

      What would you do? A case study in pension planning

      If a client came to you in this situation how would you deal with them? David Trenner sets the case study and provides a model answer.

      Retirement Planner | 12 Aug 2014 | 15:31

      Where are the Budget blind spots?

      The flexibility unveiled in the last Budget has piqued everyone’s interest. But there are important caveats, according to Alan Higham

      Retirement Planner | 12 Aug 2014 | 15:30

      RP Forum and Awards: Highlighting best practice

      On June 11th Retirement Planner held its inaugural Forum and Awards at Le Meridien Piccadilly in London.

      Retirement Planner | 09 Jul 2014 | 16:51

      Research: Retirement Planning Today

      In the first of four instalments of in-depth research into the retirement planning market Helen Morrissey looks at the challenges and opportunities facing advisers operating in this market.

      Retirement Planner | 09 Jul 2014 | 16:28

      RP: We need clear pathways to retirement advice

      “The Budget freedoms are not license for people to spend their retirement income unwisely” – so said Key Retirement Solutions’ Billy Burrows when I interviewed him recently (see pages 4-5).

      Retirement Planner | 09 Jul 2014 | 16:21

      CDCs: The new kid on the block

      Collective defined contribution has been causing a stir among employers and group schemes? What do advisers need to know about this new type of pension?

      Retirement Planner | 09 Jul 2014 | 16:19

      Will auto-enrolment deliver better outcomes?

      In the second part of Retirement Planner's auto-enrolment discussion, Helen Morrissey looks at whether current auto-enrolment contribution levels are enough to deliver decent retirement outcomes.

      Retirement Planner | 09 Jul 2014 | 16:19

      Safe as houses? Buy-to-let as a retirement planning option

      Is the increased flexibility in how retirees can take their pension leading to more interest in property? Fiona Murphy finds out.

      Retirement Planner | 09 Jul 2014 | 16:14

      Managing risk in estate planning

      Mark Williams looks at how advisers can help their clients manage the risks involved in estate planning.

      Retirement Planner | 09 Jul 2014 | 16:13

      Why are the self-employed reluctant to pay into a pension?

      Tony Harris looks at the factors behind self-employed people’s reluctance to pay into pensions.

      Retirement Planner | 09 Jul 2014 | 16:08

      Hold up: How SIPP reforms may be further off than you think

      The FCA recently announced further delays to SIPP reforms. Fiona Murphy takes a look at what this means for SIPP operators and advisers.

      Retirement Planner | 09 Jul 2014 | 16:04

      What you need to know about the Budget

      Andrew Tully takes a look at the implications of the recent Budget for the industry.

      Retirement Planner | 09 Jul 2014 | 16:00

      Billy Burrows Q&A: Retirement - The customer journey

      Billy Burrows talks to Helen Morrissey about his new role at Key Retirement Solutions and how the customer’s at-retirement journey is evolving.

      Retirement Planner | 09 Jul 2014 | 15:58

      Do one-year fixed-term annuities go the distance?

      We have seen the development of one-year fixed-term annuities since the Budget. But do they represent good value for money? Fiona Murphy takes a closer look.

      Retirement Planner | 08 Jul 2014 | 15:50



    Bower Retirement Services has announced plans to double its adviser force. How do you expect the equity release market to develop?