retirement planning
Partner Insight: Shifting retirement landscapes and the COVID-19 challenge
Since 2015, the retirement landscape has shifted with new government rules around pension freedoms allowing individuals more choice in how and when they access their retirement savings.
Three things your clients may call you about this week …
What made financial headlines over the weekend?
Lawrence Cook: How optimal is your clients' retirement strategy?
Decumulation risks
Five tips for advisers with clients approaching retirement
Consider suitability
Andy Woollon: Why pension planning should be a family affair
Intergenerational planning
Retirement planning in an age of longevity
Industry Voice: Scottish Widows Pension Expert Robert Cochran caught up with Andrew Scott to discuss retirement planning in an age of longevity. Andrew Scott is a Professor of Economics at London Business School and co-author of the book 'The 100 Year...
Three things your clients may call you about this week …
What made financial headlines over the weekend?
Industry Voice: Customer Segmentation At Retirement
Imagine a cautious 66-year-old using drawdown for income, and a 35-year-old, however cautious, saving with an ISA. The two are unlikely to be well served by the same process and investments. For clients who intend to use drawdown, the industry is now...
Three things your clients may call you about this week …
What made financial headlines over the weekend?
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