professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Retirement

Retirement

AS14: Pensioner bond rates to be confirmed next week

The interest rates for two new government-backed bonds for the over 65s will be announced on 12 December, Treasury documents show.

clock 03 December 2014 •

Mortgages

AS14: The four key things to tell clients

Changes to stamp duty will dominate the headlines following the Chancellor's Autumn Statement on 3 December, but there were a few other bits that should prove a boon to savers.

clock 03 December 2014 •

Retirement

AS14: Annuity death tax abolished

The 55% tax charge levied on beneficiaries of individuals who die under the age of 75 with a joint life or guaranteed term annuity has been abolished in the Autumn Statement.

clock 03 December 2014 •

Your profession

Autumn Statement: LIVE

clock 03 December 2014 •

Regulation

IFP eyes return to surplus despite inducements crackdown

The Institute of Financial Planning (IFP) is "on track" to at least break even in 2014 and is hopeful of a small surplus, despite the challenge presented by a regulatory crackdown on inducements.

clock 03 December 2014 •

Regulation

FCA: We want wrongdoers shunned by peers

Regulatory enforcement is not just about increasing the size and frequency of fines, but about the industry forcing better behaviours by shunning wrongdoers, Financial Conduct Authority (FCA) enforcement director Tracey McDermott has said.

clock 02 December 2014 •

Regulation

Tech provider lobbies FCA for review of stochastic modelling

A financial planning tools provider has written to the Financial Conduct Authority (FCA) requesting it look into the appropriateness of stochastic models currently used by advisers amid concerns over their quality.

clock 02 December 2014 •

Retirement

Aegon launches equity-heavy multi-asset plan for workplace pensions

Aegon is overhauling its funds for workplace pensions to offer equity-heavy multi-asset plans, in a move away from the industry standard of switching those nearing retirement into ‘safe-haven' cash and gilts.

clock 02 December 2014 •

Long Term Care

Care for a tax break? Funding LTC through pension savings

Can it be funded by pension savings?

clock 28 November 2014 •

Investment

Barnett Waddingham Investments de-authorises following merger

Discretionary fund manager (DFM) Barnett Waddingham Investments, formerly part of the Barnett Waddingham group, has de-authorised seven months after being taken over by rival DFM Whitefoord, regulatory records show.

clock 28 November 2014 •
465466467
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=retirement&page type=listing page