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Retirement

Technology

Tech review: Mark Polson on Standard Life's SME auto-enrolment middleware

Is Standard Life's middlewear for SME's really Good To Go?

clock 25 February 2014 •

Your profession

Five things clients will call you about this week

Our weekly heads-up on the articles your clients may have read in the national newspapers over the weekend...

clock 24 February 2014 •

Equity release

Equity release lender Pure Retirement launches

Pure Retirement, a new equity release provider, has launched to market with its Pure Drawdown Plan, a high loan-to-value lifetime drawdown scheme.

clock 24 February 2014 •

Pensions

Govt to force full disclosure on pension charges

Pension fund managers will be forced to fully disclose details of hidden costs associated with their products under new government plans.

clock 24 February 2014 •

Tax Planning

London and South East estates pay half of all UK inheritance tax

London and the South East of England have been named the UK's inheritance tax hotspots, with wealthy households in these two regions paying more IHT than the rest of the country put together.

clock 21 February 2014 • 1 min read

Regulation

Labour lords move to force pension charge cap by May 2015

A group of Labour lords has tabled an amendment to the Pensions Bill that would force the government to impose a pension scheme charge cap by 30 April 2015.

clock 21 February 2014 •

Income

Income drawdown: Putting the right advice process in place

Income drawdown is growing in popularity. Vince Smith-Hughes looks at the process advisers should adopt when advising in this area.

clock 20 February 2014 • 6 min read

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 •
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