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Regulation

Pensions

Zurich joins calls to protect 'most powerful incentive' to saving

Tax relief at the point of retirement saving is the most powerful way to get people to create a later life nest egg, according to Zurich, making it the latest provider to come out against the government's plans to treat pensions like ISAs.

clock 14 September 2015 •

Regulation

Concern ISA-pension merger would harm savings culture

Government plans to merge ISAs and pensions would harm retirement saving and mean more retirees run out of money, Axa Wealth head of retirement planning Andy Zanelli has warned.

clock 14 September 2015 •

Pensions

Why a tax relief overhaul is the last thing pensions need

Tax relief on its own still won't incentivise saving

clock 11 September 2015 •

Regulation

Advisers call on FCA to limit direct provider contact with clients

Advisers are calling on regulators to introduce rules restricting the contact product providers can have with their clients.

clock 11 September 2015 •

Regulation

Pick your battles: Advisers should 'stop carping' about FSCS levy bills

Advisers should 'stop carping' about FSCS levy bills

clock 10 September 2015 •

Regulation

Autumn Statement set for 25 November

Chancellor George Osborne will deliver his Autumn Statement alongside the government's spending review on 25 November.

clock 09 September 2015 •

Wrap/platforms

Zurich to launch protected drawdown product

Zurich is planning to launch a drawdown product that allows clients to convert assets into an income for life at a chosen point in retirement.

clock 09 September 2015 •

Regulation

SOLLA launches retirement advice standard

The Society of Later Life Advisers (SOLLA) has created an industry standard for retirement advisers.

clock 09 September 2015 •

Your profession

Mattioli Woods acquires advice firm for £8.3m; full-year profits up 3%

Wealth manager Mattioli Woods has bought advice firm Taylor Patterson for £8.3m, adding a further £640m to its £5.4bn of client assets.

clock 09 September 2015 •

Equity release

Blog: Does equity release need a rebrand?

‘The product formerly known as equity release'

clock 08 September 2015 •
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