Up to now, advisers have had to draw their own conclusions on how to reflect pension freedom in their advice but, hopes Steve Cameron, new rules expected from the FCA in early 2018 will herald a new era of clarity
The attraction of pension freedom, coupled with rocketing transfer values and growing concern over the adequacy of defined benefit (DB) scheme funding, is fuelling demand for advice from those clients...
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
RLAM's Senior Fund Manager, Richard Marwood outlines the background to how investors fell ‘out of love’ with the UK market but points to positive signs of a recovery.
Fund selector insights into sustainable investing