Tax planning opportunities to soar post-April as hesitant retirees make income choice - Zurich

Jenna Towler
clock

Maximising retirees' tax positions will become all-important post-pension freedoms, giving advisers huge on-platform planning opportunities, Zurich's Alistair Wilson has said.

Wilson, head of retail platform strategy, said many retirees had so far put off making a decision on retirement income and were waiting for April's rule changes to kick-in. He said: "There will be a...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Income