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Retirement

Economics / Markets

Five things clients will call you about this week

FIVE THINGS

clock 08 July 2013 •

Income

Income drawdown: "Misunderstood, under-used and under-valued"?

Fiona Murphy goes through the results of this month's Inquiry and asks advisers how income drawdown is developing

clock 03 July 2013 • 5 min read

Income

Is problem debt a growing concern for the over 50s?

Problem debt is on the increase among older clients. Fiona Murphy asks: What are the most common types of debt and how could this be mitigated in the advice process?

clock 03 July 2013 •

Pensions

SIPPS: A conflict of interest?

How platforms retain interest payments gained from client bank accounts has come under fire, yet many SIPP providers do the same practice. Fiona Murphy asks how this affects the SIPP market.

clock 03 July 2013 •

Income

Tax doesn't have to be taxing with income drawdown

Vince Smith-Hughes looks at the tax benefits of using income drawdown

clock 03 July 2013 •

Investment

How clients can make tax efficient use of pension contributions

Andy James looks at how clients can make pension contributions in the most tax efficient way

clock 03 July 2013 •

Equity release

Equity release: The key considerations

Chris Prior highlights the issues advisers need to discuss with clients considering equity release

clock 03 July 2013 •

Investment

Protecting clients against the lifetime allowance

A consultation document has been launched into the new individual protection regime following last year's reduction in the lifetime allowance. Helen Morrissey asks whether this new protection is useful or whether it is an unnecessary complication

clock 03 July 2013 •

Income

Stuart Bayliss interview: Improving the retirement income journey

In April The Annuity Exchange was chosen to build and run the Pension Income Choice Association's (PICA) adviser directory. Helen Morrissey speaks to chairman Stuart Bayliss about the project and how it will help people choose a more appropriate retirement...

clock 02 July 2013 •

Investment

Three things we learned this week

Retirement Planner's round-up of the top pension stories this week.

clock 02 July 2013 •
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