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Retirement

Tax planning

Use it or lose it: Making allowances for a tax efficient retirement

Allowances of £26,700 up for grabs this year

clock 15 December 2015 •

Long Term Care

Long-term care: Deferred payment agreements explained

LTC is an essential part of planning for later life

clock 15 December 2015 •

Pensions

Pensioner bond rates cut by half

Interest rates on government bonds for the over-65s have been cut by half for those who want to renew them.

clock 15 December 2015 •

Your profession

Advisers face second-hand annuity qualification requirement

Could have to take further exams

clock 15 December 2015 •

Income

Secondary annuity market to launch in April 2017

Govt gives five million people ability to sell retirement income

clock 15 December 2015 •

Pensions

MPs launch auto-enrolment inquiry

Effects on small firms scrutinised

clock 14 December 2015 •

People

Gary Shaughnessy named Zurich Global Life CEO

The chief executive of Zurich's UK Life division, Gary Shaughnessy, has been promoted to head the division globally.

clock 14 December 2015 •

Tax planning

Advisers and accountants should not 'guzzle from same plate'

Accountancy professional body the Institute of Chartered Accountants in England and Wales (ICAEW) is encouraging accountants to become more involved in financial services to diversify revenue streams - but that should not mean taking clients from advisers,...

clock 11 December 2015 •

Your profession

Three things that changed advice forever in 2015

Brave new world

clock 11 December 2015 •

Regulation

Ex-network boss appeals FCA ban over suitability failings

The former chief executive of adviser network Financial, Charlie Palmer, is appealing a decision by the Financial Conduct Authority (FCA) to ban and fine him £86,000 for failing to ensure his advisers gave suitable advice.

clock 11 December 2015 •
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