Feature - Retirement Planner

Income drawdown: Putting the right advice process in place

Retirement Planner | 20 Feb 2014 | 15:55

Income drawdown is growing in popularity. Vince Smith-Hughes looks at the process advisers should adopt when advising in this area.


Inquiry: Advice challenges in the annuity market

This month’s Retirement Planner Inquiry highlights the challenges advisers face when navigating the annuity market.

Retirement Planner | 20 Feb 2014 | 15:45

Getting the financial details right in later-life relationships

Susan Midha takes a look at what can be done to prevent family disputes over inheritance.

Retirement Planner | 19 Feb 2014 | 11:04

Other Feature - Retirement Planner articles


LTC – A statement of intent

Fiona Murphy asks what does the ABI’s social care Statement of Intent mean for the long-term care market?

Retirement Planner | 19 Feb 2014 | 10:51
Age UK teach older people computer skills

Launching The Later Life Academy

The Later Life Academy has launched to help brokers operate more effectively in the at-retirement market. Founder Stuart Wilson talks to Helen Morrissey about the need for increased education.

Retirement Planner | 19 Feb 2014 | 10:47

Does the FCA’s annuity review go far enough?

The results of the FCA’s thematic review of the annuity market highlight the need for urgent reform of the at-retirement market. However, Helen Morrissey asks if the review goes far enough?

Retirement Planner | 19 Feb 2014 | 10:44

Adviser charging: Fair or foul?

Adviser charging: How has it affected advisory firms and what is fair for clients, Fiona Murphy asks.

Retirement Planner | 11 Feb 2014 | 17:55

When is guidance advice – will the FCA review help?

The arrival of RDR has focused attention on “direct to consumer” propositions but regulatory uncertainty is holding back developments which could be beneficial to consumers, says Bruce Moss.

Retirement Planner | 04 Feb 2014 | 15:23

Are we ready to live longer?

Nick Elphick looks at how retirement plans will need to adapt to increasing longevity.

Retirement Planner | 04 Feb 2014 | 15:22

The QROPs Question

Are QROPS still difficult for advisers to engage with? Fiona Murphy looks at recent changes and finds out.

Retirement Planner | 28 Jan 2014 | 16:41

Why choose the Pick-A directory?

Stephen Lowe outlines the thinking behind the recently launched Pick-A directory and looks at how it can facilitate shopping around for a retirement income.

Retirement Planner | 28 Jan 2014 | 16:05

Video: Auto-enrolment opportunities

Carey Pensions UK chief executive officer Christine Hallett discusses the opportunities auto-enrolment brings for advisers.

Retirement Planner | 28 Jan 2014 | 12:58 | video

Video: The outlook for SIPPs

Carey Pensions UK chief executive officer Christine Hallett speaks to Helen Morrissey about the outlook for the SIPP market.

Retirement Planner | 28 Jan 2014 | 12:44 | video

A later life plan: Interview with Symponia's Jeremy Davies

In October Symponia launched its Legal Academy to help foster strong working relationships between advisers and solicitors operating in the later life market. Helen Morrissey talks to joint managing director Jeremy Davies about his plans for the Academy.

Retirement Planner | 22 Jan 2014 | 11:32

RDR Inquiry: Survive and adapt

Fiona Murphy looks at the results of Retirement Planner’s inquiry into RDR and finds out how advisers have survived and adapted to the reforms.

Retirement Planner | 22 Jan 2014 | 11:28

Helping advisers build auto-enrolment business

Santorini Financial Planning’s Matthew Walne is one of four advisers collaborating on the Auto-Enrolment Advisory Group which offers support to advisers looking to get into the auto-enrolment market. Helen Morrissey asks him about his plans.

Retirement Planner | 14 Jan 2014 | 16:11

Webb and annuities: Time for a wider debate

Steve Webb's recent comments on annuities have provoked fierce debate. Helen Morrissey asks if this can provoke a wider conversation on the future of the retirement income market.

Retirement Planner | 09 Jan 2014 | 16:56

Tackling the real impact of inflation on retirement income

Vanessa Owen looks at the effect inflation can have on a retirement income

Retirement Planner | 07 Jan 2014 | 16:58

Equity release: Gathering momentum?

Fiona Murphy goes through the results of this month’s Inquiry and asks advisers how the market has developed.

Retirement Planner | 07 Jan 2014 | 16:53

Protecting pensions from the lifetime allowance

The lifetime allowance drops to £1.25m at the end of this tax year exposing some people to potential tax charges. Helen Morrissey looks at what advisers can do to protect their clients.

Retirement Planner | 05 Dec 2013 | 13:17


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