Equity release

End of Covid pension rules could see 7,000 NHS staff retire in March - Quilter

Pensions

End of Covid pension rules could see 7,000 NHS staff retire in March - Quilter

'Urgent action needed'

clock 17 January 2022 • 2 min read
Government's plans to raise pension age by 2039 'blown out of the water' - LCP

Retirement

Government's plans to raise pension age by 2039 'blown out of the water' - LCP

Life expectancy trends changing

clock 17 December 2021 • 2 min read
Paul Bridgwater: Why delayed retirements could drive appetite for equity release advice

Equity release

Paul Bridgwater: Why delayed retirements could drive appetite for equity release advice

Post-pandemic 'perfect storm'

clock 01 December 2021 • 3 min read
Falling gilt yields drive DB transfer values to record high - XPS

Equity release

Falling gilt yields drive DB transfer values to record high - XPS

'Transfer activity has yet to recover from pre-pandemic levels'

clock 18 November 2021 • 2 min read
Annuities could get boost from interest rate rise - Hargreaves

Retirement

Annuities could get boost from interest rate rise - Hargreaves

Annuity rates hit two-year high

clock 03 November 2021 • 2 min read
Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax

Retirement

Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax

Could have benefited from IP16

clock 01 November 2021 • 2 min read
TenetConnect to compensate client despite belief it did not offer advice

Retirement

TenetConnect to compensate client despite belief it did not offer advice

'Client had no pensions expertise’

clock 01 November 2021 • 3 min read
Aviva Financial Advice adds equity release and IHT to service

Tax planning

Aviva Financial Advice adds equity release and IHT to service

Moving towards whole of wealth advice

clock 20 October 2021 • 2 min read

Equity release

Thank you and goodbye from Retirement Planner

Retirement Planner is, itself, retiring on Thursday 15 October 2021.

clock 12 October 2021 • 1 min read
Stephen Lowe: Why health and wealth is at the heart of modern financial planning

Equity release

Stephen Lowe: Why health and wealth is at the heart of modern financial planning

Medical underwriting

clock 28 September 2021 • 4 min read
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MPs tell FCA to research tax-free pension lump sum 'decoupling'

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'We have been here before': Advisers recall 90s inflation nightmare

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03

Exclusive David Ferguson interview: Platform switching activity to rise in 'redefined' market

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04

Laura Suter: Is auto-enrolment for everyone a good idea?

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05

Tavistock acquires South West firm for £3.7m

17 January 2022 • 1 min read