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Retirement

Pensions

LV= trials Treasury-backed pension passport scheme

Insurer LV= is trialling a pension passport scheme in place of traditional retirement wake-up packs to boost client engagement.

clock 23 June 2015 •

Regulation

FOS reveals rise of UCIS advice reviews

The Financial Ombudsman Service (FOS) has warned an increasing number of advised clients are reviewing their investments in unregulated collective investment schemes (UCIS) with a view to making a complaint.

clock 23 June 2015 •

Equity release

Retirement Advantage withdraws majority of equity release deals

Retirement Advantage has pulled a number of products from the equity release market, leaving just its Interest Select Gold deal at 5.99% available to customers.

clock 22 June 2015 •

Estate planning

Client wills: Ten important questions advisers should be asking

Ten important questions advisers should be asking

clock 22 June 2015 •

Pensions

Auto-enrolment providers in duplication error

Some workers put into Now Pensions and the People's Pension have been mistakenly enrolled multiple times, PA's sister title Professional Pensions understands.

clock 22 June 2015 •

Pensions

Time flies when you're having fun: 25 years of pension change

Time flies when you’re having fun

clock 22 June 2015 •

Pensions

Seize the day: Why auto-enrolment can add up for IFAs

Seize the day: Why auto-enrolment can add up for IFAs

clock 22 June 2015 •

Regulation

Industry split on mandatory advice for annuity trade-ins

The industry has welcomed the government's proposal to allow consumers to sell on their existing annuities but has clashed over whether advice should be mandatory for those wanting to sell.

clock 19 June 2015 •

Pensions

ABI urges govt to scrap mandatory pensions freedom GAR advice

Mandatory advice on pension freedom cases with guaranteed annuity rates worth more than £30,000 should be scrapped and replaced with a ‘customer control' mechanism delivered through the Pension Wise service, the Association of British Insurers (ABI) has...

clock 19 June 2015 •

Pensions

Live long and prosper? Longevity risk and the role of advice

Live long and prosper? Longevity risk and the role of advice

clock 19 June 2015 • 3 min read
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