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Retirement

Regulation

Partnership extends annuity guarantee and cooling off periods in response to Budget

Annuity provider Partnership has extended its annuity guarantee and cooling-off periods in response to Wednesday's Budget, which announced sweeping reforms for the annuity market.

clock 21 March 2014 •

Pensions

I predict a U-turn: Dennis Hall on Osborne's pensions 'false largesse'

I don’t think I’m speaking out of turn when I say this government is wilfully playing fast and loose with people’s futures.

clock 21 March 2014 •

Regulation

IFP: Chancellor's 'right to advice' pledge may spark mis-selling

The Institute of Financial Planning (IFP) has warned the Chancellor's right to advice at retirement promise, announced in the Budget, could inadvertently spark a wave of mis-selling.

clock 21 March 2014 •

Pensions

FCA and TPR take steps to avoid pensions 'regulatory arbitrage'

The Financial Conduct Authority (FCA) and The Pensions Regulator (TPR) are taking steps to ensure their approach to overseeing workplace pensions does not result in "regulatory arbitrage".

clock 21 March 2014 •

Pensions

Is a taxed benefit better than no benefit at all?

The lifetime allowance drops to £1.25m in April ushering in a whole new protection regime. Mike Morrison asks whether it is always right to take up this protection.

clock 21 March 2014 •

Estate planning

Why every client with a business should be encouraged to write a will

Wills are an important but often overlooked part of estate planning. Rob Martins highlights why clients should be encouraged to put a will in place.

clock 21 March 2014 •

Income

The importance of having a drawdown exit strategy

Andrew Tully discusses income drawdown exit strategies

clock 21 March 2014 •

Income

Interview: Improving customer retirement journeys

Helen Morrissey talks to Hargreaves Lansdown's head of pensions Tom McPhail about the challenges facing the retirement income market and how the Pensions Income Choice Association is trying to meet them.

clock 21 March 2014 •

Income

Will industry recommendations outpace FCA?

Otto Thoresen's recent letter to The Sunday Telegraph shows an industry that is ready for change. All of the recommendations put forward seem sensible and will go a long way towards helping people get more from their retirement income.

clock 21 March 2014 •

Income

Adapting advice processes to meet the changing needs of retirees

Steve Lewis looks at the key issues advisers need to consider when advising clients on retirement income.

clock 21 March 2014 •
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