Pension planning at age 50: Ten key points to share with clients
Getting on top of pensions
Nathan Long said: “Pensions tend to only get interesting when it’s too late."
Turning 50 is set to become a milestone in pension planning as, following a recommendation from the regulator, providers begin to issue savers with their first retirement wake-up packs earlier than ever before. Here, we look at ten tips advisers can share with clients...
The Financial Conduct Authority (FCA) wants retirement wake-up packs sent out earlier than before, from age 50, and then every five years to encourage earlier and more effective engagement. The regulator...
More on Pensions
Investors up pressure on FTSE bosses' pensions in 'unprecedented AGM season'
IA Public Register data
Strict financial advice rules leave pension savers open to 'ingenious' scammers
Trustees fear breaking the rules
PA360 Digital: Decumulation strategies 'still in their infancy'
‘A lot of work to do’
Older divorcees missing out on state pension uplift advice
‘Little understood’ system
Siobhan Barrow: What retirement advisers have learned after five years of 'freedom'
George Osborne's baby
Back to Top
More news
L&G sells £5.8bn retail back-book to Fidelity
Comprises c.300,000 customers
Last chance to sign up for PA's ESG Masterclass
27 and 28 October
Carly Robbins: Seven tips to nail cashflow modelling first time
Doesn’t have to be complicated
Chancellor expands furlough scheme for businesses
Starts beginning of November
