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Retirement

Countdown to pensions dashboard connection staging dates

Technology

Countdown to pensions dashboard connection staging dates

But will schemes and providers be ready?

clock 25 April 2024 • 9 min read
Pensions campaigner and former WPC chair Frank Field dies aged 81

Pensions

Pensions campaigner and former WPC chair Frank Field dies aged 81

Field was a former Work and Pensions Committee chair and a welfare champion

clock 24 April 2024 • 5 min read
Inflation shocks driving another long uptick in annuity sales

Retirement

Inflation shocks driving another long uptick in annuity sales

‘Customers should be careful that this is the right decision for them’

clock 23 April 2024 • 1 min read
Two firms declared in default by FSCS over pensions advice

Regulation

Two firms declared in default by FSCS over pensions advice

Both Oakwood Financial Management and GO IFA are no longer trading

clock 11 April 2024 • 1 min read
FCA lays out 2024/25 fees/levies proposals; £755m planned spend

Regulation

FCA lays out 2024/25 fees/levies proposals; £755m planned spend

‘We recognise that firms continue to face inflationary pressures’

clock 09 April 2024 • 4 min read
Minimising clients' IHT liabilities: Where there's a will there's a way

Tax planning

Minimising clients' IHT liabilities: Where there's a will there's a way

There are ways to mitigate an anticipated inheritance tax bill

clock 08 April 2024 • 4 min read
Crucial advice issue: Death benefits detail advisers need to know

Pensions

Crucial advice issue: Death benefits detail advisers need to know

Important differences from previous regime

clock 05 April 2024 • 4 min read
What next for the income drawdown 'class of 2015'?

Income

What next for the income drawdown 'class of 2015'?

‘Advisers know that retirement planning does not stop at retirement’

clock 28 March 2024 • 5 min read
British Steel a stark reminder of obligations around client files

Pensions

British Steel a stark reminder of obligations around client files

Lawyer Philippa Hann reflects on her work around the pensions case

clock 27 March 2024 • 2 min read
Advisers turn to smoothed funds to help manage volatility threat

Investment

Advisers turn to smoothed funds to help manage volatility threat

Decreasing exposure to equities also a popular strategy

clock 26 March 2024 • 1 min read
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