Mandated changes to retirement wake-up packs introduced a year ago have so far failed to result in more retirees taking free guidance, according to provider Just Group.
Group communications director Stephen Lowe said analysis of Financial Conduct Authority (FCA) retirement income market data figures shows that both the number and proportion of people using the free, impartial...
It’s instinctive that clients want to avoid tax charges, and it’s no different when it comes to the lifetime allowance, but kneejerk reactions could result in more negative outcomes for the client. In this article Neil MacGillivray explains how advisers...
'£8,000 annuity trap'
Perhaps don't pick up the phone...
Joins from Aviva
Approaching six year time limit
Compulsory training courses
New planner at Chartered firm