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Retirement

Estate planning

ABI to recommend access to 'advice' for all retirees

Ensuring all pension savers have "a conversation" with their IFA or a provider about their retirement options is among a number of promises the Association of British Insurers (ABI) will present to the Financial Conduct Authority (FCA) on behalf of the...

clock 10 March 2014 •

Estate planning

Advising on intestacy: How to best help the one left behind

How to advise the spouse of a client who has died intestate

clock 07 March 2014 •

Pensions

Advisers have a 'huge role to play' in SME auto-enrolment compliance

As SMEs hit their staging dates, they need the right people on their side

clock 07 March 2014 •

Retirement

Treasury pledges 'stability' for pensions in Budget 2014

Chief Secretary to the Treasury Danny Alexander has suggested the 2014 Budget will avoid tampering with pensions.

clock 07 March 2014 • 1 min read

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 •
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