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Retirement

Your profession

Adviser noticeboard: Post-it note size stuff for IFAs

Post-it note size stuff for IFAs and paraplanners

clock 12 August 2015 • 2 min read

Pensions

Coming into land: NEST's fresh approach to the retirement 'glidepath'

NEST's fresh approach to the retirement 'glidepath'

clock 11 August 2015 •

Income

Just Retirement/Partnership merger creates DB de-risking 'near-monopoly'

The £1.7bn merger of providers Just Retirement and Partnership will result in a "near-monopoly" in the medically underwritten annuity market, a consultant has said.

clock 11 August 2015 •

Retirement

Brace yourselves for three PIPs in a single year

Far from bowing out gracefully after getting booted in the Budget, the PIP is having a final hurrah of complexity...

clock 11 August 2015 •

Your profession

Sesame loses 60% of network advice firms in bid to survive

Sesame Bankhall Group (SBG) has lost almost 60% of its network's member firms in the wake of a decision to kill-off its problem-laden investment advice business.

clock 11 August 2015 •

Retirement

Partnership to merge with Just Retirement

Annuity businesses Just Retirement and Partnership have announced a merger deal.

clock 11 August 2015 •

Estate planning

Ombudsman throws out Hargreaves Lansdown death benefits claim

The Pensions Ombudsman has thrown out a claim against Hargreaves Lansdown over a delay in death benefits payments, saying the firm acted in a way that was "justified" and "not unreasonable".

clock 11 August 2015 •

Pensions

Savers back ISA-style tax system for pensions - research

Workers believe the tax treatment of pensions is too complex and would welcome switching to a system that treats pensions like ISAs, according to research from PwC.

clock 10 August 2015 •

Regulation

FOS throws out IFA's 'insistent client' claim on Harlequin investment

The Financial Ombudsman Service (FOS) has denied an IFA's claim a client who invested her pension into Harlequin property "would have found an alternative adviser if they had not acted".

clock 10 August 2015 •

RDR

Wealth Horizon CEO: Robo-advice will push out generalist advisers

Generalist advisers will be put under pressure by cheap automated alternatives as consumers increasingly question the value of advice, online adviser Wealth Horizon has said.

clock 10 August 2015 •
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