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Income

Income

What would you do? A case study in pension planning

If a client came to you in this situation how would you deal with them? David Trenner sets the case study and provides a model answer.

clock 12 August 2014 •

Income

Where are the Budget blind spots?

The flexibility unveiled in the last Budget has piqued everyone's interest. But there are important caveats, according to Alan Higham

clock 12 August 2014 •

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Revealed: What advisers told the Treasury about pensions 'guidance'

Revealed: What advisers told the Treasury about pensions 'guidance'

clock 12 August 2014 • 4 min read

Income

Prudential posts profit rise despite 43% annuity slump

Insurer Prudential's UK life business has posted a 10% rise in operating profits as sales switched from annuities to income drawdown, its interim results have shown.

clock 12 August 2014 •

Income

Carte blanche: How advisers would deliver the guidance guarantee

How advisers would deliver the guidance guarantee

clock 08 August 2014 • 6 min read

Pensions

Half of defined contribution savers unhappy with pension schemes - research

The majority of pension savers in defined contribution (DC) schemes are not satisfied with their plans, according to research.

clock 08 August 2014 •

Pensions

DWP warns 12m people still not saving enough for retirement

Just under 12m people in the UK are still not saving enough money to fund an adequate retirement income, according to research from the Department for Work and Pensions (DWP).

clock 08 August 2014 •

Income

Tax take on Budget reforms to net Treasury £4bn

The Treasury expects to net an extra £3.9bn between 2015 and 2020 as a result of tax reforms designed to facilitate the Budget freedoms.

clock 08 August 2014 •

Industry

Legal & General mulls entering lifetime mortgages arena

Legal & General (L&G) is considering launching lifetime mortgages as more retirees eye equity release to fund their income.

clock 06 August 2014 •

Regulation

Sesame in £31m redress provision; Friends relishes Budget 'opportunity'

Sesame Bankhall Group has set aside £31m for possible customer redress as "a number" of business reviews with "uncertain" outcomes are completed, parent company Friends Life has announced.

clock 06 August 2014 •
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