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Pension

Regulation

Worst ravages of RDR over as advisers in 'survival mode' halve

Advisers have overcome the biggest hurdles they were confronted with as a result of the Retail Distribution Review (RDR), according to a poll, with the number reporting they are still in "survival mode" having halved.

clock 17 September 2014 •

Retirement

Empty nesters and retirement roundtable

Helen Morrissey talks to a panel of industry experts about the issues empty nesters face preparing for retirement.

clock 27 August 2014 •

Wrap/platforms

Aegon creates head of D2C role in reshuffle

Aegon UK has given the role of managing director of its direct to consumer service Retiready to David Beattie, as part of a management reshuffle.

clock 22 August 2014 •

Income

It's retirement, but not as we know it

Nick Elphick asks whether the general public understands what the recent Budget changes mean for them and whether we need a different approach to financial education.

clock 19 August 2014 •

Income

Investment advisers fear rash of 'inappropriate products' post-Budget

Four out of five investment advisers are concerned that inappropriate products are being rushed to market to take advantage of changes announced in the Budget, research has found.

clock 18 August 2014 •

Pensions

Aegon UK earnings jump but auto-enrolment charge cap cost of up to £25m a year looms

Aegon UK has said that it estimates the charge caps for auto-enrolment business will cost it between £20m to £25m a year, as it reported a 30% rise in pre-tax earnings for the second quarter.

clock 14 August 2014 •

Income

What would you do? A case study in pension planning

If a client came to you in this situation how would you deal with them? David Trenner sets the case study and provides a model answer.

clock 12 August 2014 •

Income

Where are the Budget blind spots?

The flexibility unveiled in the last Budget has piqued everyone's interest. But there are important caveats, according to Alan Higham

clock 12 August 2014 •

Pensions

Millions to be denied new pension freedoms

Millions of pension savers will be prevented from taking cash freely from their retirement funds next April unless they pay hefty penalties that could slash their pots by more than 20%, according to reports.

clock 04 August 2014 •

Income

RP Poll: Is the pensions passport a 'win-win'?

In this week's quick fire poll we ask whether you agree with the suggestion that a pensions passport is a "win-win."

clock 29 July 2014 •
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