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Pensions

Income

Most over-55s undecided on retirement route - poll

More than three quarters of people nearing retirement do not yet know which route they will take to fund later life, according to research.

clock 23 February 2015 •

Regulation

Blog: There, I've said it... DB transfers are not all bad

There, I've said it... DB transfers are not all bad

clock 20 February 2015 •

Pensions

CII to launch new retirement exam unit

The Chartered Insurance Institute (CII) is to launch a new voluntary exam for advisers wanting to prove their competence around the new pension rules.

clock 20 February 2015 •

Pensions

HMRC 'tidies up' tax treatment on pre-75 deaths with draft legislation

Draft legislation which clarifies the position on joint life annuities and guarantee payments, as well as tax treatment on deaths prior to age 75 has been released by HM Revenue & Customs (HMRC).

clock 19 February 2015 •

Pensions

FSCS ruling on adviser liability could hit SIPP non-standard assets - Dentons

Access to non-standard asset investing in self-invested personal pensions (SIPPs) could be curtailed by the latest Financial Services Compensation Scheme (FSCS) ruling which places liability for investment losses on financial advisers, according to Dentons'...

clock 18 February 2015 •

Income

Probability and the 4% rule: How to ensure your clients retire 'safely'

Probability and the 4% rule: How to ensure your clients retire 'safely'

clock 18 February 2015 •

Pensions

'Less is more' when it comes to pensions information

Is there a risk of information overload on pensions?

clock 18 February 2015 •

Income

Hargreaves Lansdown reveals low-cost drawdown plan ahead of 6 April

Hargreaves Lansdown has unveiled its low-cost drawdown plan ahead of 6 April which has no set-up fees or income withdrawal charges.

clock 18 February 2015 •

Regulation

FSCS to pay out over Harlequin SIPP investment losses

The Financial Services Compensation Scheme (FSCS) is to compensate self-invested personal pension (SIPP) claimants for losses in the value of their investments in three schemes, including Harlequin Hotels and Resorts.

clock 18 February 2015 •

Pensions

Friends Life proposes 'equal terms to all' pension tax relief

Provider Friends Life has set out its proposal for reform of the pension tax relief system to "introduce fairness" to the system and incentivise people to save.

clock 17 February 2015 •
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