Retirement income

Estimated 5.3 million people owning SIPPs in UK

Moving away from ‘traditional off the shelf’ retirement income solutions

Both managed within Sarasin & Partners’ MPS

Retirement isn’t as straightforward as it used to be. While for previous generations, it marked a fixed point in life, it has since evolved into a much more dynamic and uniquely personal journey.

IHT treatment, death benefits, and ‘tax on tax’

Fixed-term guaranteed income or growth within platform-based pension portfolio

'It's especially important that advisers take the time to do a thorough research job'

Wealth manager launches suite of retirement strategies

Most unaware that health conditions can boost income

Advice firms encouraged to include CFM in centralised retirement propositions