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Income

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SimplyBiz launches non-advised annuity referral service

Business and compliance company SimplyBiz has launched a non-advised annuity referral service.

clock 17 July 2013 •

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James Hay: Clients look to raid pension using flex drawdown

SIPP provider James Hay has expressed concern over a rise in queries to use flexible drawdown to strip out pension funds.

clock 16 July 2013 •

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Drawdown boost as August GAD rate up to 2.75%

The GAD drawdown yield for August has been set 2.75%, up a quarter of a per cent on July, meaning drawdown pensioners can increase the amount of income they can take from their pot.

clock 16 July 2013 •

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Annuity rate bounce overshadowed by three-year 15% drop

Annuity rates continued to rise in the second quarter, with a bump of 2.4%, however, this compares with a 15% fall in the past three years, according to numbers from MGM Advantage.

clock 15 July 2013 •

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Phoenix in merger talks with Swiss Re business unit

Closed-life consolidator Phoenix Group Holdings has confirmed it is in initial talks with Swiss Re's Admin Re Business Unit over a potential merger.

clock 12 July 2013 •

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Income drawdown: "Misunderstood, under-used and under-valued"?

Fiona Murphy goes through the results of this month's Inquiry and asks advisers how income drawdown is developing

clock 03 July 2013 • 5 min read

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Is problem debt a growing concern for the over 50s?

Problem debt is on the increase among older clients. Fiona Murphy asks: What are the most common types of debt and how could this be mitigated in the advice process?

clock 03 July 2013 •

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Tax doesn't have to be taxing with income drawdown

Vince Smith-Hughes looks at the tax benefits of using income drawdown

clock 03 July 2013 •

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Stuart Bayliss interview: Improving the retirement income journey

In April The Annuity Exchange was chosen to build and run the Pension Income Choice Association's (PICA) adviser directory. Helen Morrissey speaks to chairman Stuart Bayliss about the project and how it will help people choose a more appropriate retirement...

clock 02 July 2013 •

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LV= develops annuities comparison tool for advisers

LV= has developed a tool for advisers that helps them compare the suitability of fixed-term annuities against lifetime annuities.

clock 28 June 2013 •
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