professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Retirement

Equity release

IFAs fail undercover equity release probe

Major flaws exist in the equity release advice process, according to an undercover investigation which found some IFAs are failing to ask clients even the most basic fact find questions.

clock 23 July 2009 •

Investment

Government rejects renewed calls for Equitable compensation

The Government has rejected renewed calls to provide compensation to Equitable Life policyholders who lost out when the insurer was forced to close to new business in 2001.

clock 22 July 2009 •

Investment

Pension transfer complaints on the rise

Problems with pension transfers are becoming more common, and accounted for one in five complaints received by the Pensions Ombudsman in the last financial year.

clock 20 July 2009 •

Pensions

Ask the Experts: A self-invested personal pension is invested in taxable property. What are the tax charges & subsequent rates & who is liable for each individual tax charge?

Question: A self-invested personal pension is invested in taxable property. What are the tax charges & subsequent rates & who is liable for each individual tax charge?

clock 17 July 2009 •

Pensions

Advisers shun SIPP commercial property options

IFAs shunned commercial property facilities when choosing SIPPs during 2008 with their major priority being FSA approval for the products, according to figures from Defaqto.

clock 16 July 2009 •

Investment

Govt signals end of compulsory retirement

The Government has brought forward its review of the UK's retirement age, it has confirmed today.

clock 13 July 2009 •

Investment

Low earners should not join personal accounts-warning

Life-long low earners should not join personal accounts or any pension scheme linked to the stock market, the Life Academy warns.

clock 10 July 2009 •

Income

McPhail heads up retirement income body

Tom McPhail is heading up an industry initiative to tackle Britain's decumulation crisis.

clock 08 July 2009 •

Income

Direct annuity services 'are not TCF'

Insurers are not treating customers fairly by setting up direct-to-consumer annuity services, according to Intelligent Pensions.

clock 08 July 2009 •

Income

IFAonline turns the spotlight on annuities

Today, IFAonline turns the spotlight on annuities, providing specialist comment and interactive guides to this growing market.

clock 08 July 2009 •
785786787
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=retirement&page type=listing page