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Income

Equities

Mark Barnett takes over Woodford Income funds ahead of schedule

Invesco Perpetual's Mark Barnett has taken over Neil Woodford's £8.4bn Income and £13.1bn High Income funds with immediate effect, ahead of his original end-April start date.

clock 06 March 2014 •

Pensions

Stop right there: When (and why) advisers have to say 'no' to clients

Telling clients their investment idea is a 'no go' is a tough job, but someone's gotta do it

clock 06 March 2014 • 8 min read

Pensions

Tax relief cuts on horizon as politicians look to save Treasury millions - think tank

Tax relief is "the lowest hanging fruit in Whitehall" and politicians were prepared to slash current levels to save the Treasury millions of pounds, according to a think tank.

clock 05 March 2014 •

Pensions

Phoenix Life racks up 400 ombudsman complaints

Phoenix Life attracted more than 400 complaints in the final six months of last year, according to latest data from the Financial Ombudsman Service (FOS).

clock 04 March 2014 •

Investment

Most Hargreaves' Wealth 150+ deals face rebate tax

Hargreaves Lansdown has confirmed a number of its new discounted fund deals will be subject to HMRC's rebate tax, with only 9 of the 27 funds on its Wealth 150 Plus list available via preferentially priced share classes.

clock 03 March 2014 •

Pensions

Just Retirement cuts minimum fund size to £2k after FCA study

Annuity provider Just Retirement has reduced its minimum fund size to £2,000.

clock 03 March 2014 •

Income

Falling down: What's behind the drop in annuity sales?

Why did the number of annuity contacts fall so much in 2013?

clock 27 February 2014 •

Income

Lifetime allowance: Your questions answered

Everything you need to know about the upcoming lifetime allowance change...

clock 25 February 2014 •

Income

Income drawdown: Putting the right advice process in place

Income drawdown is growing in popularity. Vince Smith-Hughes looks at the process advisers should adopt when advising in this area.

clock 20 February 2014 • 6 min read

Income

Inquiry: Advice challenges in the annuity market

This month's Retirement Planner Inquiry highlights the challenges advisers face when navigating the annuity market.

clock 20 February 2014 • 4 min read
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