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Budget 2014

Income

Most over-55s undecided on retirement route - poll

More than three quarters of people nearing retirement do not yet know which route they will take to fund later life, according to research.

clock 23 February 2015 •

Income

Probability and the 4% rule: How to ensure your clients retire 'safely'

Probability and the 4% rule: How to ensure your clients retire 'safely'

clock 18 February 2015 •

Your profession

Revealed: The candidates for Professional Adviser's Personality of the Year

The candidates for Personality of the Year at the Professional Adviser Awards 2015

clock 10 February 2015 • 2 min read

Pensions

Industry backs cutting mandatory advice for small pot transfers

Proposals to let defined benefit (DB) members with small pots transfer out without taking advice are supported by the industry, according to research carried out by Professional Adviser sister title, Professional Pensions.

clock 06 February 2015 •

Regulation

John Porteous: The unavoidable challenges facing simplified advice

The unavoidable challenges facing simplified advice

clock 05 February 2015 •

Wrap/platforms

Parmenion upgrades in-house SIPP for 6 April pension changes

Parmenion is set to upgrade its in-house self-invested personal pension (SIPP) wrapper when the retirement freedoms unveiled at last year's Budget are rolled out on 6 April.

clock 04 February 2015 •

Income

Bestinvest and Saga to launch advice service for over 50s

Saga and Tilney Bestinvest are to launch a joint venture offering investment and financial planning services to the UK's over 50s.

clock 15 January 2015 •

Regulation

High Court ruling may protect bankrupts' pensions after freedoms take effect

A man in bankruptcy has retained his personal pension after a High Court judge decided he should not be compelled to hand it over under an Income Payments Order (IPO).

clock 14 January 2015 •

Pensions

Webb: Firms will expand to meet pensions advice demand

Advisory firms will expand while advisers who have left the industry may return to cope with an expected rising demand for retirement advice from April, pensions minister Steve Webb has said.

clock 13 January 2015 •

Your profession

Three things clients may call you about this week

... clients may call you about this week

clock 12 January 2015 •
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