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Retirement

Income

Make the right choices

Ensuring clients are fully aware of the open market option is a good way to ensure advisers and providers treat customers fairly says Kim Lerche-Thomsen

clock 01 January 2008 •

Income

Raising the standards

The open market option (OMO) is a highly valuable tool that is nevertheless woefully underused. Bernard Footitt discusses the inefficiencies that hamper the OMO's operation and puts forward ways to make it better

clock 01 January 2008 •

TCF

Treating advisers fairly

clock 01 January 2008 •

Pensions

Ahead of the game

As the SIPP market continues to grow Colin Christie highlights the main challenges going forward

clock 01 January 2008 •

Equity release

A last resort no more

Equity release is growing in popularity but more still needs to be done to boost awareness among advisers. Paul Cowman looks at the market

clock 01 January 2008 •

Regulation

A fair deal on transfers

As the issue of transfer values continues to drag on Graham Edmonds, Simon Powell and Tim Jones outline what has happened so far

clock 01 January 2008 •

Estate planning

Placing your trust

Trusts can play a hugely beneficial role in retirement planning. Phil Carroll demonstrates how good advice can really help advisers add value

clock 01 January 2008 •

Pensions

Designs for the future

Recent regulation in the SIPP market has sparked real innovation in product design. Neil Marsh highlights how he thinks the market will change

clock 01 January 2008 •

Pensions

Question: In your opinion what has been the most interesting development in the retirement planning market in 2007? How do you think it will develop over the coming year?

Each month, we ask our industry to answer one big question!

clock 01 January 2008 •

Pensions

Following suit

Assessing SIPP suitability will be a real challenge for advisers. Christine Hallett discusses how this will be achieved

clock 01 January 2008 •
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