Retirement

Advisory firm Saunderson House has credited a 25% upswing in the number of new clients with a strategic focus on building relationships with customers "earlier in their career".

It's all in the details: Three steps to insistent client heaven

Pension transfer requests out of defined benefit (DB) schemes doubled post pension freedoms, according to research from one provider.

A persistent lack of awareness among consumers around spotting pension scams and finding financial advice has raised concerns about whether consumer education campaigns are working.

Pensions freedom retirees want best of both worlds

When is a £1m nil rate band, not a £1m nil rate band?

Second-hand annuity market needs 'strong controls and close policing'

Post-it note size stuff for IFAs and paraplanners

Why spousal bypass trusts still have a place in estate planning

Should advisers include 'cost of regulation' in fees breakdown?