Most advisers use the same profiling tool and set of questions
Service suffered from high demand
A prompt to engage in the decumulation phase could have potentially damaging results
Live long and prosper? Longevity risk and the role of advice
Advisers must make customers understand their decumulation choices are as important as initially saving towards a pension fund, says Aegon.
Investec Structured Products has launched its third series of plans, including the next issue of accumulation and investment plans and an income plan.
One in 10 adults could be affected by proposed changes to the inheritance tax (IHT) treatment of interest in possession (IIP) trusts announced in the Budget, claims Skandia.