Feature - Retirement Planner

        What do retirees want from their retirement income?

        Retirement Planner | 16 Dec 2014 | 15:33

        As the industry gears up for the introduction of retirement freedoms in April what will people choose? Stephen Lowe goes through recent research into what retirees are looking for.


        What do post Freedom Day retirement savings illustrations need to look like?

        Natanje Holt takes a look at how statutory money purchase illustrations will work once Budget freedoms come into play.

        Retirement Planner | 10 Dec 2014 | 17:21

        Why we’re happy to pay for guaranteed guidance

        David Trenner outlines why he thinks financial advisers should support the guidance guarantee

        Retirement Planner | 09 Dec 2014 | 10:04

    Other Feature - Retirement Planner articles


      Should providers be the second line of defence for non-advised retirees?

      Pension freedoms bring greater risks as well as choice, especially for those who don’t take advice or guidance. But, Andrew Tully argues, the FCA and providers can help…

      Retirement Planner | 09 Dec 2014 | 10:02

      ‘I’m hanging my hat on simplified advice’: The future of retirement advice post-2015

      Politicians have painted annuities as ‘toxic products’ but guaranteed income is the bedrock of retirement for the majority. Providers are betting on simplified advice to square the circle, writes Jenna Towler

      Retirement Planner | 09 Dec 2014 | 09:59

      Under pressure: Will platforms struggle to cope with pension freedom?

      One provider has sounded alarm bells on a platform ‘capacity crunch’ in the wake of pension freedoms. Jenna Towler finds out how platforms plan to keep up with drawdown demand

      Retirement Planner | 09 Dec 2014 | 09:56

      Mind the traps: Top five pension pitfalls to avoid

      The changes to the pensions system announced in the Budget trumpeted a new era of freedom and choice for pension savers. However, with the full details of the pension changes still to be considered, Jonathan Watts-Lay highlights a few common pitfalls those approaching retirement should watch out for

      Retirement Planner | 09 Dec 2014 | 09:54

      How can we provide more access to income drawdown?

      From April we are expecting a surge in demand for income drawdown. However, how easy is it to offer these flexibilities to those with small pensions pots? Jamie Smith-Thompson takes a closer look

      Retirement Planner | 09 Dec 2014 | 09:53

      Do we need a lifeboat fund for non-standard SIPP assets?

      SIPP providers are struggling to find buyers due to large proportions of non-standard assets in their portfolio. Helen Morrissey asks what can be done about this issue.

      Retirement Planner | 09 Dec 2014 | 09:50

      Is online the best way to deliver advice to the mass market?

      Servicing the mass market effectively is a tricky issue for financial advisers. However, Chapters Financial director Keith Churchouse talks to Helen Morrissey about the launch of a new website that could have a huge impact on how the mass market receives advice.

      Retirement Planner | 05 Dec 2014 | 10:27

      What support do advisers need on Budget changes

      In this roundtable Helen Morrissey asks a panel of industry experts about the support advisers need when advising on the Budget

      Retirement Planner | 05 Dec 2014 | 10:24

      Will Budget changes complicate Key Features Illustrations?

      Blended retirement illustrations are coming by next April. However, Natanje Holt wonders if the increased complexity will make these documents impossible to understand

      Retirement Planner | 04 Dec 2014 | 15:18
      Concept image of a cloud question mark

      RP poll: Will the DWP’s ‘PensionsTube’ actually boost pension understanding?

      In this week’s quick fire RP poll we ask readers: Will the DWP’s YouTube channel - PensionsTube - actually boost understanding?

      Retirement Planner | 21 Nov 2014 | 10:51

      Catch up: Five retirement stories you might have missed

      Had a manic week? Here’s a rundown of five retirement stories you might have missed…

      Retirement Planner | 21 Nov 2014 | 10:10

      Equity release: From one-hit wonder to market superstar?

      Equity release is growing strongly and Bower Retirement Services is looking to recruit more advisers. Helen Morrissey talks to new chairperson Andrea Rozario about her new role and the outlook for equity release.

      Retirement Planner | 22 Oct 2014 | 15:14

      Solving the retirement equation for the Pensions Revolution

      Jasper Berens takes a look at the investment challenges that go alongside the new retirement freedoms.

      Retirement Planner | 22 Oct 2014 | 15:11

      Will the masses be hooked on non-advised drawdown?

      Income drawdown looks set to grow rapidly as a result of Budget freedoms. Jenna Towler takes a look at the issues for those navigating this area without an adviser.

      Retirement Planner | 22 Oct 2014 | 15:08

      Spanner in the works? The impact of group life schemes on the lifetime allowance

      A quirk in A-Day tax rules means registered group life benefits count towards the lifetime allowance (LTA). Jonathan Stapleton looks at the problems this poses as the LTA falls

      Retirement Planner | 22 Oct 2014 | 15:06

      A race against time: Dealing with retirement change

      Do advisers think the industry will be ready in time to deal with incoming Budget flexibilities? Helen Morrissey finds out in the latest Retirement Planner Inquiry.

      Retirement Planner | 22 Oct 2014 | 14:51
      Face-to-face meeting

      Overcoming pension planning obstacles for the self-employed

      Helen Morrissey talks to a panel of experts about the factors that prevent self-employed people from accessing financial advice

      Retirement Planner | 22 Oct 2014 | 14:47


    Will the FCA's ‘second line of defence’ save retirees from bad outcomes?