Retirement

...clients will call you about this week

Retirees who had already purchased an annuity may be able to benefit from the pension freedoms announced at last year's Budget by selling theirs to the highest bidder.

The victor in the latest PA Debate examining whether clients would choose income drawdown over uncrystallised funds pension lump sum (UFPLS) next April has been decided.

Take a look through our tongue-in-cheek list of this year's saints and sinners

The Financial Conduct Authority (FCA) must establish a ‘second line of defence' for retirees ahead of pension freedom or the industry faces another major mis-selling scandal, according to MPs.

Think demand for annuities has dried up? Truth is demand in 2014 has smashed all standing records...

Here they are… The key findings of the Independent Project Board's final report into the charges and benefits in workplace defined contribution schemes, published today.

How investment trusts can settle clients' income concerns

As the industry gears up for the introduction of retirement freedoms in April what will people choose? Stephen Lowe goes through recent research into what retirees are looking for.

Advisers are charging clients more post-Retail Distribution Review (RDR), despite falling product prices, a consultancy hired by the Financial Conduct Authority (FCA) has found.