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Retirement

Featured

Neil MacGillivray: Assessing the tapered annual allowance before tax year end

As the tax year-end approaches, Neil MacGillivray provides a brief reminder of the tapered annual allowance, and how advisers can ensure their clients retirement planning remains tax efficient

clock 09 February 2021 • 3 min read

Companies

Exclusive: Aviva overhauls declining advice proposition

Will offer simplified advice

clock 04 February 2021 • 4 min read

Retirement

Gary Kershaw: Inside the DB pension transfer market

Four questions answered

clock 02 February 2021 • 3 min read

Featured

Chris Jones: Challenging retirement income decisions

It's a chicken and the egg scenario in Chris Jones' latest article for RP. Read on to find out how quantitative analysis makes all the difference...

clock 02 February 2021 • 6 min read

Featured

RP case studies: Structuring income for SSAS retirees

Stephen McPhillips explores how to best structure income from a SSAS in his latest RP case study

clock 02 February 2021 • 3 min read

Retirement

Partner Insight: Retirement post-Covid: 'We need to get back to basics'

On the list of things that could derail the pensions market in 2020, a global pandemic was low down. Yet as lockdowns continue to impact employees, businesses and the economy, hundreds of thousands of people are also facing the prospect of revising their...

clock 01 February 2021 • 1 min read

Equity release

Andrea Rozario: Equity release not just 'later life' lending

Andrea Rozario looks at the shifting demographics of the equity release market and says products must reflect the decreasing average age of clients

clock 28 January 2021 • 4 min read

Featured

Chris Read: As one door closes another one opens

As one door closes, another one must open as we contemplate returning to freshly restyled offices which bring the outside in, writes Chris Read

clock 28 January 2021 • 5 min read

Pensions

Single-day pension transfers rise but average completion time dips - Origo

Average transfer takes 11.9 days

clock 28 January 2021 • 1 min read

Pensions

Adrian Boulding: Helping Gen X clients boost 'bleak' pension prospects

'Many Gen Xers await a bleak financial future'

clock 28 January 2021 • 5 min read
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