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...
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?
Inheritance tax benefits enjoyed by married couples could soon be extended to co-habitués under proposals drawn up by the Law Commission.
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.
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).
Matt Ward, wealth managemt consultant at Defaqto, discusses outsourcing for IFAs who do not want to undertake the full investment process on a SIPP
Question: Excuse my ignorance, but what are Unit Linked Guarantees?
Claire Barker goes through recent research into the factors that matter most to clients when looking to take out an equity release plan.
Question: Once my client has invested in an Income Drawdown Product, what are the implications from starting taking income straight away?