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Budget 2014

Income

Retirement Planner launches retirement breakfast briefing series

Retirement Planner has launched of a series of breakfast briefings aimed at advisers operating in the retirement planning space.

clock 09 January 2015 •

Income

The freedom to sell your annuity (read: The freedom to get screwed)

The freedom to sell your annuity (read: The freedom to get screwed)

clock 06 January 2015 •

Your profession

Three things clients may call you about this week

...clients will call you about this week

clock 05 January 2015 •

Income

Plan to extend Budget pension freedoms to already-retired

Retirees who had already purchased an annuity may be able to benefit from the pension freedoms announced at last year's Budget by selling theirs to the highest bidder.

clock 05 January 2015 •

Investment

Suarez, selfies and CIPs: A year in review

Suarez, selfies and CIPs: A year in review

clock 18 December 2014 •

Income

What do retirees want from their retirement income?

As the industry gears up for the introduction of retirement freedoms in April what will people choose? Stephen Lowe goes through recent research into what retirees are looking for.

clock 16 December 2014 •

Mortgages

Three things clients will call you about this week

...clients will call you about this week

clock 15 December 2014 •

Fixed Income

Treasury unveils market-leading rates for 'pensioner bonds'

Interest rates for the new 'pensioner bonds' announced at Budget 2014 have been set at a market-beating 2.8% for the one-year product and 4% for the three-year bond.

clock 12 December 2014 •

Retirement

FCA tells providers to look into annuity sales since 2008; finds ABI code being ignored

The Financial Conduct Authority (FCA) is asking annuity providers to look into their non-advised sales going back to 2008 to see if consumers missed out on higher income by buying the wrong type of annuity.

clock 11 December 2014 •

Pensions

What do post Freedom Day retirement savings illustrations need to look like?

Natanje Holt takes a look at how statutory money purchase illustrations will work once Budget freedoms come into play.

clock 10 December 2014 •
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