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Retirement

Pensions

Share and share alike

Christine Hallett provides some pointers for those looking to navigate the complex area of unquoted shares

clock 01 January 2008 •

Investment

Employing discretion

Discretionary management can play an important role in retirement planning. Julian Harper explains the benefits

clock 01 January 2008 •

Income

Clearing the hurdles

A recent Prudential roundtable gave providers and advisers the opportunity to talk about the current issues affecting the at-retirement market. Helen Morrissey highlights the main areas discussed

clock 01 January 2008 •

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 •
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