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Retirement

Pensions

Royal London pension customers to share in profits

Mutual unveils 'ProfitShare' initiative

clock 07 October 2015 •

Pensions

Partnership: Tax relief paper about 'cost cutting' not saving incentives

The government's tax relief consultation is not aimed at incentivising consumer saving, despite claiming that is its main aim, Partnership's Steve Groves has said in a damning presentation on the issue.

clock 06 October 2015 •

Income

Drawdown strategies: Pluses and minuses of target-date funds

Assessing the merits of target-date funds

clock 05 October 2015 • 4 min read

Tax Planning

'Smoke and mirrors': Why IHT planning is as important as ever

'Window dressing at its sneakiest’

clock 05 October 2015 • 4 min read

Retirement

Prudential mulls UK exit as regulation bites - reports

Firm 'worried' about Solvency II rules

clock 05 October 2015 •

Companies

Mattioli Woods buys SSAS admin business from advice group

Lindley Group offloads SSAS admin operation

clock 05 October 2015 •

Income

Pensions freedom: Six stats from the first six months

Four out of five cash lump sums paid out to under 65s

clock 05 October 2015 •

Your profession

Three things clients may call you about this week...

Points of interest from the weekend papers

clock 04 October 2015 •

Retirement

SIPP liability case dismissed by Pension Ombudsman

The Pension Ombudsman Service (POS) has dismissed a complaint against self-invested personal pension (SIPP) provider Berkley Burke, ruling it was not the firm's responsibility to carry out detailed due diligence on unregulated investments.

clock 02 October 2015 •

Income

Front and centre: FCA annuity probe highlights value of advice

Annuity mis-selling investigation highlights value of advice

clock 02 October 2015 •
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