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Retirement

Pensions

Inquiry: Auto-enrolment - The impact on advice

In this month's Retirement Planner Inquiry Helen Morrissey looks at auto-enrolment and whether it will push people towards financial advice.

clock 13 October 2014 •

Retirement

Guidance guarantee could be reputational disaster - Friends Life CFO

The financial services industry will be subject to a new wave of criticism and claims unless reputational safeguards are put in place ahead of the delivery of free retirement ‘guidance' from next April, according to Friends Life chief financial officer...

clock 13 October 2014 •

Charging

HSBC ordered to refund trail commission to retiree

Banking giant HSBC has been told to return the trail commission it took from a retiree for ongoing pensions advice it never delivered.

clock 13 October 2014 •

Pensions

Pension trade bodies in merger talks

The National Association of Pension Funds (NAPF) is in discussion with the Pensions Management Institute (PMI) on joining together.

clock 10 October 2014 •

Pensions

Business leaders urge govt to scrap pensions minister post

The Institute of Directors (IoD) has made a plea to the next elected government to not make any more changes to pension legislation or even appoint a pensions minister.

clock 10 October 2014 •

Pensions

DWP invites views on lifting NEST limits

The Department for Work and Pensions (DWP) has opened a consultation on abolishing the restrictions on the National Employment Savings Trust (NEST).

clock 09 October 2014 •

Investment

How advisers are tackling sequence of return risk

How advisers are tackling sequence of return risk

clock 09 October 2014 •

Your profession

Understanding that silent portfolio killer: Sequence of return risk

The dangers of sequence of return risk might come as a shock to cashflow model evangelists

clock 09 October 2014 •

Wrap/platforms

Old Mutual Wealth scraps drawdown fee and minimum investment charge

Old Mutual Wealth is removing the annual pension drawdown fee and scrapping the current minimum charge on its platform in order to simplify its charging structure.

clock 09 October 2014 •

Pensions

National IFA attacks Lib Dem 'anti-savings agenda'

National IFA LEBC has attacked the Liberal Democrats' leader Nick Clegg's recently outlined future tax proposals, saying they amount to an "anti-savings agenda".

clock 09 October 2014 •
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