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Income

Pensions

Talking pensions: Taking a different approach to client education

Communicating the right messages in the right format

clock 01 December 2015 •

Income

Zurich rolls out non-advised drawdown for workplace savers

Pension freedom income option for workplace savers

clock 01 December 2015 •

Income

Justin Onuekwusi: Pension wrappers are no longer enough

'Drawdown isn't always the best option for clients'

clock 30 November 2015 •

Income

David Coombs: Multi-asset is only one part of the pension freedom solution

Perhaps a multi-disciplinary approach is what is called for

clock 30 November 2015 •

Regulation

FCA writes to providers over drawdown charges; delays retirement review

Mix of investments held in decumulation products also of interest to watchdog

clock 25 November 2015 •

Pensions

Treasury to backdate IHT drawdown exemption

Statement brings 'clarity' to the current situation

clock 25 November 2015 •

Pensions

Dear George: Why the annual allowance taper should be scrapped

Advisers are unhappy about the taper plans

clock 24 November 2015 •

Pensions

Pensions tax relief and George Osborne's 'ruthless' ambition

Brown's era was a 'golden age for well-heeled pension savers'

clock 24 November 2015 •

Tax planning

Unnecessary punishment: Ill-health pension transfers risk IHT trap

IHT technicality could hit people with impaired life expectancy

clock 23 November 2015 •

Regulation

DWP may simplify GAR valuations for £30k advice threshold

The Department for Work and Pensions (DWP) may simplify the way it calculates the value of personal pensions with a guaranteed annuity rate (GAR) to make it easier for parties to understand when independent financial advice is required.

clock 23 November 2015 •
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