uncategorised

Only 22% of people know how much money they will need to save and for how long to achieve the retirement they want, according to a YouGov poll.

Pensions consultancy Mattioli Woods is shortlisting platform providers to help launch a discretionary fund management offering in summer next year.

Closed-end life group Chesnara has acquired pensions provider Save & Prosper Group, a subsidiary of JPMorgan Asset Management Marketing, for £63.5m.

The Equitable Life (Payments) Bill passed its second and third readings in the House of Lords yesterday, but not without renewed calls for pre-1992 annuitants to be included in compensation payouts.

A pensioner who says he does not trust banks lost £80,000 in cash after leaving it in plastic bags on the roof of his car and driving away.

Colin Batchelor looks at some of the implications arising from recent pension tax relief reform

Carl Lamb calls upon fellow advisers to take a responsible approach to client charging

Carla Brown looks at why discretionary trusts are still popular for safeguarding assets

Martin Jennings, newly-appointed managing director of Axa Elevate, says the RDR and platform debates are now less about value and more about price, price, price...

Employers who run occupational small self-administered pension schemes (SSAS) have been warned about the tax implications of using encumbered assets as collateral when they take loans from their schemes.