Retirement

There are many important issues an adviser needs to bear in mind when recommending equity release to a client. Vanessa Owen goes through the main areas

The recently published Thoresen report proposes a service that allows people to become more engaged with the financial services industry. Helen Morrissey gauges response to the scheme

While equity release products seem straightforward to those who specialise in them, care needs to be taken when explaining them to clients says Dean Mirfin

Bob Freeman gives a run down of what delegates can expect from this year's Morningstar Investment Conference

Recent changes to income tax and National Insurance contributions can have a big effect on how clients pay into their pension. Andrew Tully highlights what effect these changes will have

Richard Mein assesses how the latest technological innovations can help advisers

Despite change in the inheritance tax planning arena there remain some highly effective solutions. Robert Meyer goes through the options

A change in the Finance Bill allowing some people to take more of their pension benefits as a tax-free lump sum represents a "small step in the right direction to true simplification", says Standard Life.

I thought The Who song would be an appropriate title for my first blog for IFAonline . When Life Trust launched in January I think there may have been many IFAs asking "who?" However the impact that increasing longevity is having on the retirement planning...