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Budget 2014

Regulation

Call to end 'pandering to the wealthy' one-size fits all adviser charging

Single out what clients actually want and only charge for that, rather than 'pandering to the wealthy' with expensive packaged bank account-style add-ons, an advice firm has said, as it launched its 'manifesto' for the coming years.

clock 27 April 2015 •

Regulation

Five unintended consequences of pensions freedom...and how to deal with them

Five unintended consequences of pensions freedom

clock 27 April 2015 •

Income

Pensions freedom: Long-term problems stem from short-term decisions

‘Short-term pension freedom decisions will cause long-term problems’

clock 27 April 2015 •

Pensions

Phoenix widens partnership with Just Retirement in pensions freedom push

Life fund consolidator Phoenix Life has widened its partnership with Just Retirement to allow clients access to the government's new pension freedoms and simplified advice.

clock 24 April 2015 •

Estate planning

Review legacy pensions now to avoid 'future death benefit complaints', advisers warned

Standard Life is urging advisers to review their clients' legacy personal pensions to avoid their beneficiaries being forced to buy an annuity when they inherit the pots and avoid potential future negligence claims.

clock 24 April 2015 •

Income

Pensions and IHT behind 'sharp rise in demand for financial advice'

There has been a sharp rise in demand for financial advice over the past 12 months, according to accountants, who claimed people have become more aware of pensions and inheritance tax planning.

clock 24 April 2015 •

Income

Intelligent Pensions offers DB transfer option to advisers

Retirement planning firm Intelligent Pensions has launched a pension transfer service for advisers wanting to help their clients transfer out of defined benefit (DB) schemes.

clock 23 April 2015 •

Regulation

Armchair Critic: The damning verdict on Pension Wise

Professional Adviser's Armchair Critic takes a look at the Pension Wise website, and can't quite believe what he is (and isn't) reading...

clock 23 April 2015 • 4 min read

Retirement

Was this the day advice proved its mettle?

Was this the day advice proved its mettle?

clock 21 April 2015 •

Income

At least third of annuitants to stick with plan - poll

A third of people who have already purchased an annuity intend to keep it despite government promises they can sell their right to the income for cash, according to a poll of 1,800 retirees.

clock 21 April 2015 •
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