Retirement
Three things your clients may call you about this week ...
68 pension breaches in 12 months
An attempt to ReAssure advisers: Company to stop denying transaction history requests
Solution 'going live this week'
Advisers favour modelling tools over 4% rule for 'safe' income drawdown
Moved on from 4% rule of thumb
Andrew Megson: Why aren't people engaging with their pensions?
Out of sight, out of mind?
Millions of DC savers set for retirement income disappointment - research
Majority at 'high risk'
State pension underpayment 'scandal' sees thousands lose life-changing sums - report
Tens of thousands to miss out
FCA confirms commitment to reducing pension transfer times
Backs Star Initiative
DB pension cash equivalent transfer value requests drop during pandemic
Contingent charging ban a factor
Alex Riley: My dad is a great example for planning (very) long-term
Clients are not 'average'
Neil MacLeod: Beat the freeze - IHT planning using trusts
Interesting questions
Rebranding the Pru: New colours and a shorter name
What's in a name?
NHS staff breaching annual allowance reach for scheme pay options
38% with scheme pays option breached AA
Three things your clients may call you about this week ...
High transaction costs
DB transfers fall to eight month low as scam activity rises - XPS
Dip after a period of recovery
Centralised retirement propositions: A tool for modern risk management?
Shared understanding
'No need' for pension tax relief legislation under LEBC proposal
Pension tax relief plan
TPR and FCA join forces to improve pension saving outcomes
'Seismic shift'
DWP consults on simpler benefit statements for DC pension savers
Increase understanding
Neil MacGillivray: Solving a lifetime allowance issue
It’s instinctive that clients want to avoid tax charges, and it’s no different when it comes to the lifetime allowance, but kneejerk reactions could result in more negative outcomes for the client. In this article Neil MacGillivray explains how advisers...
Three things your clients may call you about this week ...
'£8,000 annuity trap'
'Shocking' figures show quarter of a million get no state pension
‘Government must do more’
Claire Trott: Mixing pensions and property
Commerical property
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