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Retirement

Your profession

Three things clients may call you about this week

Three things clients may call you about this week

clock 27 April 2015 •

Your profession

Adviser noticeboard: All the key events and hires (plus a joke)

Everything advisers need to know about the week

clock 26 April 2015 • 3 min read

Your profession

PFS launches consumer education website with 22,000 strong adviser database

The Personal Finance Society (PFS) has launched a website to help consumers make better informed decisions about money.

clock 24 April 2015 •

Pensions

Auto-enrolment: Six magic questions advisers should be asking clients

Six magic auto-enrolment questions

clock 24 April 2015 •

Investment

Due diligence: Eight product launches and tweaks every adviser should know

Eight product launches, tweaks and updates advisers should know about

clock 24 April 2015 •

Pensions

Phoenix widens partnership with Just Retirement in pensions freedom push

Life fund consolidator Phoenix Life has widened its partnership with Just Retirement to allow clients access to the government's new pension freedoms and simplified advice.

clock 24 April 2015 •

Estate planning

Review legacy pensions now to avoid 'future death benefit complaints', advisers warned

Standard Life is urging advisers to review their clients' legacy personal pensions to avoid their beneficiaries being forced to buy an annuity when they inherit the pots and avoid potential future negligence claims.

clock 24 April 2015 •

Income

Pensions and IHT behind 'sharp rise in demand for financial advice'

There has been a sharp rise in demand for financial advice over the past 12 months, according to accountants, who claimed people have become more aware of pensions and inheritance tax planning.

clock 24 April 2015 •

Income

Standard annuity rates fall to 'all-time low'

Income levels from standard annuities have fallen to all-time low levels just three weeks after pensions freedom and choice was introduced, according to Moneyfacts research.

clock 23 April 2015 •

Retirement

Adviser anger over Scottish Widows' two month pension delay

An adviser has criticised Scottish Widows for "appalling" customer service for forcing a client to wait two months to take his tax free lump sum from his pension.

clock 23 April 2015 •
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