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Retirement

Estate planning

Divorce - They think it's all over, but HMRC doesn't

Carly Russell looks at the tax implications of divorce

clock 21 September 2012 •

Long Term Care

The adviser-client relationship with elderly clients

Advising on equity release and long-term care can be difficult because the client's family is often heavily involved. Fiona Murphy finds out how advisers deal with elderly clients and interested parties

clock 21 September 2012 •

Income

Billy Burrows Interview: All change for annuities

Billy Burrows needs no introduction as one of the best known annuity experts in the UK. Fiona Murphy asked him how the annuity market is developing

clock 21 September 2012 •

Investment

Govt predicts 600k auto-enrolment impact by year end

The Government is predicting 600,000 more people will be saving into a workplace pension by the end of the year as a result of the introduction of auto-enrolment.

clock 20 September 2012 •

Pensions

Rise of the vanilla SIPP

VANILLA SIPP

clock 20 September 2012 •

Income

Today's costs hitting tomorrow's retirees

Fewer people are saving long term as covering current costs gets harder, according to AXA's Big Money Index 2012.

clock 19 September 2012 •

Income

Primetime eyes distribution boost with Avelo tie-up

Primetime Retirement has partnered with the Avelo Exchange portal in a bid to expand the distribution of its fixed term annuity offering.

clock 19 September 2012 •

Income

Older people excluded from financial services

Older people are struggling to access financial services because products and industry do not connect with them, suggests research.

clock 19 September 2012 •

Regulation

AIFA floats 'customer agreed liability' long-stop solution

The Association of Independent Financial Advisers (AIFA) has proposed the idea of ‘customer agreed liability' as a way of tackling the absence of a 15-year long stop on complaints.

clock 19 September 2012 •

Investing in the profession

Honesty dinner raises thousands, and a few laughs

The second financial services honesty dinner held on Monday night at London's Capital Club was, yet again, a colourful do.

clock 19 September 2012 •
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