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Retirement

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 •

Pensions

Should business owners choose a SSAS?

Mark Pipe looks at why a SSAS can be the best pension choice for business owners.

clock 21 March 2014 •

Pensions

Budget 2014: What Oz can teach us about trusting the public with pensions

What Australia can teach us about trusting the public with pensions

clock 21 March 2014 •

Your profession

Four weddings and a funeral: The unseen side of financial advice

The unseen side of financial advice

clock 20 March 2014 • 11 min read

Pensions

Fixed protection dash predicted after Budget drawdown change

Changes to drawdown limits set out in yesterday's Budget give advisers just two weeks to reassess and take necessary action for clients needing fixed protection 2014, according to Dentons.

clock 20 March 2014 •
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