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Retirement

Income

Inquiry: Advice challenges in the annuity market

This month's Retirement Planner Inquiry highlights the challenges advisers face when navigating the annuity market.

clock 20 February 2014 • 4 min read

Tax Planning

L&G targets HNW clients of DFMs with launch of tax solutions team

Legal & General (L&G) has set up a small team focused on providing tax solutions to high-net worth (HNW) clients of discretionary fund managers (DFMs) and the advisers who use them.

clock 20 February 2014 •

Pensions

OFT pension audit could hit provider business and 'affect current charges'

The audit of legacy pension scheme charges could hit provider business and affect the current level of charges being offered on auto-enrolment schemes, according to a consultant.

clock 20 February 2014 •

Your profession

Aegon UK invests millions in tech to attract non-advised clients

Aegon's UK business has reported a £5m fall in earnings before tax for the final quarter of last year, which it said is the result of a £7m spend on technology including on a non-advised platform.

clock 20 February 2014 •

Retiring Abroad

LTA reduction 'triggers' retirees to move pensions overseas- deVere Group

The government's reduction of the Lifetime Allowance (LTA) is ‘triggering' a growing number of expats to move their pensions out of the UK, deVere Group says.

clock 19 February 2014 •

Your profession

Industry calls for better tools to beat 'reckless conservatism' among savers

Industry players have called for better solutions from fund managers to help advisers focus their clients' attention on meeting their long-term saving goals, even in the face of life-changing events.

clock 19 February 2014 •

Income

Are annuity sales the next 'compensation culture' target?

Who is to blame for not getting the best annuity rate?

clock 19 February 2014 •

Investment

Auto-enrolment and its impact on SIPPs

As auto-enrolment prompts business owners to review their pension arrangements Andy Bowsher looks at some of the opportunities.

clock 19 February 2014 •

Estate planning

Getting the financial details right in later-life relationships

Susan Midha takes a look at what can be done to prevent family disputes over inheritance.

clock 19 February 2014 •

Income

Launching The Later Life Academy

The Later Life Academy has launched to help brokers operate more effectively in the at-retirement market. Founder Stuart Wilson talks to Helen Morrissey about the need for increased education.

clock 19 February 2014 •
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