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Retirement

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 •

Pensions

FCA's Rory Percival confirmed as RP Forum keynote speaker

Rory Percival has been confirmed as the keynote speaker at the Retirement Planner Forum and Awards on 17 June.

clock 23 April 2015 •

Regulation

Ombudsman clears pension providers over transfers to suspicious scheme

The Pensions Ombudsman (PO) has dismissed complaints against Legal and General (L&G) and Scottish Widows after they granted transfer requests worth over £50,000 to a suspicious pension scheme.

clock 23 April 2015 •

Income

Intelligent Pensions offers DB transfer option to advisers

Retirement planning firm Intelligent Pensions has launched a pension transfer service for advisers wanting to help their clients transfer out of defined benefit (DB) schemes.

clock 23 April 2015 •

Regulation

Armchair Critic: The damning verdict on Pension Wise

Professional Adviser's Armchair Critic takes a look at the Pension Wise website, and can't quite believe what he is (and isn't) reading...

clock 23 April 2015 • 4 min read

Investment

WM tech to power Just Retirement's 'rainy day fund' platform

Retirement specialist Just Retirement has partnered with wealth management technology firm GBST to power its new platform for retirement savings to be launched in the coming month.

clock 22 April 2015 •

Regulation

Crunching the numbers: What parties' pension tax plans mean for your clients in monetary terms

Regardless of who is in power after the general election, higher earners are going to see their pension contributions taxed more heavily, according to analysis.

clock 22 April 2015 •

Retirement

Was this the day advice proved its mettle?

Was this the day advice proved its mettle?

clock 21 April 2015 •
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