Retirement

Why advisers are central to equity release

A mandatory requirement on providers to use Origo's Options Transfers service is among the suggestions for improving the efficiency of pension transfers.

The regulator has said it understands advisers' concerns about their liability for simplified advice, saying it has made the issue a core part of the Financial Advice Market Review (FAMR).

Some providers that insist regulated advice be taken by customers seeking to transfer out of their pensions are unsure why they require it, research suggests.

Tax relief at the point of retirement saving is the most powerful way to get people to create a later life nest egg, according to Zurich, making it the latest provider to come out against the government's plans to treat pensions like ISAs.

Government plans to merge ISAs and pensions would harm retirement saving and mean more retirees run out of money, Axa Wealth head of retirement planning Andy Zanelli has warned.

Fees charged by St James's Place (SJP) are under the spotlight once again, as the restricted advice firm reluctantly gives some answers to investors who are struggling to find out how much they pay for its services.

Here is our weekly heads-up on the stories that may have caught your clients' attention over the weekend...

MetLife has launched a flexible guaranteed drawdown product utilising funds from Fidelity Worldwide Investment and BlackRock.

Everything advisers need to know about the week