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Make the virtual office work for you

Ann Dempster, managing director of Plum Software, says to succeed IFAs must keep up to speed with modern technology...

clock 17 November 2009 •

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Advisers missing "golden opportunity" with corporate clients

Advisers are missing out on a "golden opportunity" by failing to exploit the crossover between personal and corporate clients, according to the founder of the Specialist Pensions Forum.

clock 17 November 2009 •

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Ask the Experts: How do 'ULG's' really compare to general annuities and Income Drawdown?

Question: Unit Linked Guarantees are simply third way Annuities. How do ‘ULG's' really compare to general annuities and Income Drawdown?

clock 16 November 2009 •

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UK banks drastically underestimate pension liabilities

UK banks are among a number of top European companies to massively underestimate their pension deficits, according to AlphaValue Research.

clock 16 November 2009 •

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IFAs must act now over change in pension age - Scottish Life

IFAs must act now to ensure clients affected by the change in the minimum pension age do not suffer serious delays which will restrict access to benefits, says Scottish Life.

clock 16 November 2009 •

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DC pensions lose £18bn in October

UK combined defined contribution (DC) pension assets fell £18bn in October compared to the previous month, according to Aon Consulting.

clock 16 November 2009 •

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IFAs tell EuroMillions winners how to avoid pitfalls

This week Les Scadding and his wife Samantha Peachey-Scadding from Caerleon, South Wales, won £45.5m on the EuroMillions.

clock 13 November 2009 •

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Ask the Experts: Investing in commercial property?

Question: My client, against my best wishes, invested in commercial property in their pensions plan. Do the panel advise them to sell before going into Income Drawdown?

clock 13 November 2009 •

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Ask the Experts: Drawdown arrangements?

Question: I started a drawdown arrangement two years ago and I have another policy maturing this year. Can I transfer the proceeds into my existing arrangement, and save me having to start a new one?

clock 13 November 2009 •

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Almost half DB schemes lack risk strategy

As many as 43% of pension fund schemes have no overall risk-mitigation strategy, research by HamishWilson suggests.

clock 13 November 2009 •
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