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Retirement

Pensions

Advice rule irritates DB savers as pension freedom trends emerge

The advantages of defined benefit (DB) pensions appear lost on some final salary savers who are frustrated by a government rule mandating they seek regulated advice before transferring out, research suggests.

clock 19 May 2015 •

Income

Tax hit dissuading savers from taking pensions as cash

Only 1% of savers have opted to cash in their pensions completely since the retirement 'freedom and choice' reforms took effect last month, according to the country's biggest retirement adviser.

clock 19 May 2015 •

Investment

FOS reveals annuities new complaints battleground

Annuities have become the new focus for complaints according to figures from the Financial Ombudsman Service (FOS), a year after the product was publicly abandoned by the Chancellor.

clock 19 May 2015 •

Retirement

Columbia Threadneedle launches adviser app

Columbia Threadneedle has launched a mobile and tablet app financial advisers can use to access the fund manager's products, based on what their clients may need in retirement.

clock 18 May 2015 •

Retirement

An open letter to Ros Altmann

Open letter to Ros Altmann

clock 18 May 2015 •

Regulation

New adviser body backs commission-like charges

A new association for directly authorised advisers said it hopes to bridge the advice gap by introducing a type of service for which commission-like payment will be possible.

clock 18 May 2015 •

Investment Trusts

Investment trusts: How a surge in demand masks a bigger problem

A surge in demand post-RDR makes for positive headlines, but it also masks a bigger problem

clock 18 May 2015 •

Retirement

Three things clients will call you about this week

... clients will call you about this week

clock 18 May 2015 •

Investment

Steal a march: Everything advisers need to know about the week

Everything advisers need to know about the week

clock 17 May 2015 • 3 min read

Economics / Markets

'Aggressive' tax planning on menu for Osborne's summer Budget

The Chancellor George Osborne is set to take the unusual step of delivering two Budgets in the same year after announcing plans to keep the promises the Conservatives made prior to winning the general election.

clock 16 May 2015 •
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