If a client came to you in this situation how would you deal with them? David Trenner sets the case study and provides a model answer.
The flexibility unveiled in the last Budget has piqued everyone's interest. But there are important caveats, according to Alan Higham
Revealed: What advisers told the Treasury about pensions 'guidance'
Insurer Prudential's UK life business has posted a 10% rise in operating profits as sales switched from annuities to income drawdown, its interim results have shown.
Hundreds of thousands of expats who raise an income in the UK could lose their right to use the personal allowance.
Former director of the Association of British Insurers (ABI) Maggie Craig has been appointed as the Financial Conduct Authority's (FCA) interim head of savings, investments and distribution.
The Personal Finance Society (PFS) has revived its joint scheme with Citizens Advice and plans to roll out pro bono advice across 100 of the organisation's branches with the "capacity to expand further".
Wealth manager Ashcourt Rowan has sold its remaining SIPP and SSAS business to Mattioli Woods.
How advisers would deliver the guidance guarantee
The majority of pension savers in defined contribution (DC) schemes are not satisfied with their plans, according to research.