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Interesting feature...............

Question: Interesting article..... I have checked all the Q's & A's so far…..but no real answers to the lead questions you posted…..can you provide your answers to them? • effects of the age change on retirement planning • actions clients can take...

clock 03 November 2009 •

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Certainly not convinced that Unit Linked Guarantees are right.......

Question: Certainly not convinced that Unit Linked Guarantees are right for all my clients - please can you give an outline to the terms and conditions provided by Aegon?

clock 02 November 2009 •

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IHT benefits could extend to co-habitants

Inheritance tax benefits enjoyed by married couples could soon be extended to co-habitués under proposals drawn up by the Law Commission.

clock 02 November 2009 •

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Pension Credit capital threshold increases to £10,000

People entitled to Pension Credit will have the first £10,000 of their savings ignored from 2 November, up from £6,000, the Department for Work and Pensions announces today.

clock 29 October 2009 •

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Call for national IFA register on small pension pots

A national register of IFAs willing to provide annuity advice for people with small pension pots should be created, according to the Pensions Income Choice Association (PICA).

clock 29 October 2009 •

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Better Business: Outsourcing on SIPPs

Matt Ward, wealth managemt consultant at Defaqto, discusses outsourcing for IFAs who do not want to undertake the full investment process on a SIPP

clock 29 October 2009 •

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Excuse my ignorance, but what are Unit Linked Guarantees?

Question: Excuse my ignorance, but what are Unit Linked Guarantees?

clock 28 October 2009 •

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The Essential Elements

Claire Barker goes through recent research into the factors that matter most to clients when looking to take out an equity release plan.

clock 27 October 2009 •

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A Ray of Light

Dull Thursday morning, but then something brightens my day!

clock 26 October 2009 • 2 min read

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Once my client has invested in an Income Drawdown Product......

Question: Once my client has invested in an Income Drawdown Product, what are the implications from starting taking income straight away?

clock 26 October 2009 •
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