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Retirement

Income

Why breaching the LTA might be a client's best option

Taking a hefty tax charge on the chin might be the right decision

clock 07 March 2014 •

Income

Partnership overhauls board member line up

Partnership Assurance has overhauled its board with the announcement of two new appointments and the departure of Robin Phipps and Marisa Cassoni.

clock 07 March 2014 •

Equities

Mark Barnett takes over Woodford Income funds ahead of schedule

Invesco Perpetual's Mark Barnett has taken over Neil Woodford's £8.4bn Income and £13.1bn High Income funds with immediate effect, ahead of his original end-April start date.

clock 06 March 2014 •

Regulation

Business as usual? How the landmark FOS compensation ruling affects advisers

What does the landmark court case tell us about the Ombudsman?

clock 06 March 2014 •

Pensions

Pensions regulator investigates 500 suspected AE breaches

The Pensions Regulator (TPR) investigated more than 500 suspected breaches of auto-enrolment (AE) legislation in just six months and 590 in total since October 2012, figures show.

clock 06 March 2014 •

Pensions

Comment: Could I borrow a tenner, my son?

Aegon Ireland's Colin Bell says early advice pays dividends in retirement...

clock 06 March 2014 •

Pensions

Stop right there: When (and why) advisers have to say 'no' to clients

Telling clients their investment idea is a 'no go' is a tough job, but someone's gotta do it

clock 06 March 2014 • 8 min read

Pensions

Tax relief cuts on horizon as politicians look to save Treasury millions - think tank

Tax relief is "the lowest hanging fruit in Whitehall" and politicians were prepared to slash current levels to save the Treasury millions of pounds, according to a think tank.

clock 05 March 2014 •

Pensions

RP: Five things you might have missed

Have you missed this week's pensions news? Here's Retirement Planner's round-up of the top five stories this week.

clock 04 March 2014 •

Pensions

RP Poll: Workplace pension adviser-charging

In this week's quick-fire poll we ask: Should workplace pension adviser charging be banned?

clock 04 March 2014 •
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