Axa Wealth reported record inflows to its wrap platform Elevate in the month before the 6 April introduction of widespread pension reforms, taking total assets beyond £10bn and pushing the group's overall funds under management (FUM) closer to the £30bn...
The mounting importance of LTC advice post-pensions freedom
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Legal & General (L&G) has generated a 'record' £330m in cash in the first quarter of the year as changes to its business following the pension reforms paid off.
'Retirement ready' clients need long-term advice
As many as 6,000 people have accessed the Money Advice Service's (MAS) retirement adviser directory in its first month of operation, the consumer body has said.
Death benefit complexities bring advice opportunity
A lack of regulatory guidance around insistent client handling could lead to the emergence of specialist firms who will seek to exploit retirees for a quick income, an adviser has warned.
Two-thirds (65%) of people aged over 55 and still in work think financial advice at the point of retirement should be compulsory, according to research.
Retirement overseas requires careful tax planning