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Retirement

Income

NS&I warns on 'pensioner bond' fraud as application deadline looms

Fraudsters masquerading as state-owned National Savings & Investments (NS&I) are cold calling retirees to offer the chance to invest in the government's market-leading ‘pensioner bonds'.

clock 14 May 2015 •

Regulation

Rory Percival: Three simple steps to protect against insistent clients

Advisers should follow a simple three-step process when dealing with 'insistent' clients which will put them in a strong position should any future problems arise, Rory Percival has said.

clock 13 May 2015 •

Pensions

Guidance mistaken for advice devalues the real thing, experts warn

The potential for savers taking free financial guidance to mistake it for advice is real and threatens everything advisers "have worked hard for", a financial planner argued in a panel debate on the government's Pension Wise service.

clock 13 May 2015 •

Regulation

Advisers could be caught in MiFID II 'appropriateness' testing

Advisers could be forced to collect and share client information on non-advised business with providers under new rules mooted by the Financial Conduct Authority (FCA).

clock 13 May 2015 •

Regulation

Aegon platform inflows triple; confirms will not enter direct distribution

Inflows onto Aegon's platform have tripled as the provider benefited from the effects of pensions freedom, it said in an interim statement today.

clock 13 May 2015 •

Income

Zurich sells annuity book to Rothesay Life for £1.2bn

Insurer Zurich is to pass its £1.2bn legacy annuities business covering 28,000 clients to specialist Rothesay Life.

clock 12 May 2015 •

Pensions

Steve Webb: One political career that didn't end in failure

Malcolm McLean pays tribute to former pensions minister Steve Webb

clock 12 May 2015 •

Retirement

Just Retirement's sales plummet post-pension freedoms Budget

Annuity specialist Just Retirement has reported sales are down by a fifth since the 2014 Budget that removed the need for people to buy its main product.

clock 12 May 2015 •

Retirement

Tale of two companies: Royal London pension sales soar as investment money exits

Royal London has reported a stark mix of success and disappointment in its first quarter results, with massive outflows from its investment business and soaring sales of its pension products.

clock 12 May 2015 •

Pensions

Blog: (Unelected) Ros Altmann takes centre stage

(Unelected) Ros Altmann takes centre stage as pensions minister

clock 11 May 2015 •
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