uncategorised

Kevin Arnott discusses the importance of annual statements in ensuring clients get the best income in retirement

Legal & General's head of tax and estate planning Mark Green talks to Retirement Planner about issues advisers need to consider during inheritance tax planning

Mairi Black discusses how spousal bypass trusts can be utilised in an estate planning strategy

Vince Smith-Hughes assesses the key issues that need to be taken into account when conducting drawdown reviews

The government has yet to develop a grand vision for pensions and should be prepared to resort to compulsion if auto-enrolment fails, experts say.

Fiona Murphy looks at how advisers are managing their clients' changing expectations in a volatile market.

Standard Life has extended its trust-based pension to offer a defined contribution (DC) master trust arrangement for employers unable to appoint their own trustees.

A financial adviser has launched a pension scheme to directly compete with the government-backed, and taxpayer funded, National Employment Savings Trust (NEST).

Steve Lewis, founder of Retirement Partnership, has been hired by LV= as head of distribution for retirement products.

Helen Morrissey looks at why many people don't consider estate planning and asks what advisers can do to tackle this lack of awareness