uncategorised

Fixed-term annuities have faced some criticism recently, Helen Morrissey asks whether it is justified

Fiona Murphy goes through this month's Inquiry on growth in the annuity market

Self-invested personal pension (SIPP) property investors are being stopped from leaving their current provider due to expectedly high costs, Suffolk Life claims.

LV= has apologised after an "administrative error" left an adviser's client with an income projection 17.5% lower than promised.

FAMILY SIPP

Patrick Kennedy talks about the role assignment can play as a tax deflecting strategy.

Chris Read discusses the potential challenges around pension illustrations

Advisers have been urged to review cases where they arranged the transfer of non-protected pension rights after a portion of a client's pension went missing for four years.

The Pension Income Choice Association (PICA) is continuing to lobby for trust-based members to be covered by the open market option (OMO) as standard.

More than a quarter of SME owners would use independent financial advisers to discuss business funding, but most remain unaware they could source finance directly through their pension funds.