Feature

Matt Ward takes a look at Defaqto's latest research into consumers' views on retirement saving

Margaret Jago discusses the use of discounted gift trusts in inheritance tax planning

The current subject on brokers' lips is PMI claims transparency, yet this was banned from discussion at a recent AMII meeting. In the absence of proper debate, Insurance Age's Liz McMahon brings viewpoints together

Helping retirees to get the best income possible from their small pension pots is proving to be a real challenge for the industry. Helen Morrissey takes a look at the options available

The big issues that long term investors must address when looking for investments

Industry surveys suggest 30% of adviser firms still use ‘home-grown' technology to run their businesses. In a time of heavy regulation and stiff competition, Nick Eatock, chief executive of IntelliFlo, says IFAs should be embracing up-to-date and business...

John Moret, director of marketing at Suffolk Life, says sophisticated and widely available tools can help IFAs give good quality and specialist advice on income drawdown.

With low interest rates and an ever increasing number of investors nearing retirement, income products are in high demand...

Matt Ward, wealth management consultant at Defaqto, assesses the threats and opportunities facing the SIPP world...

Veena Patel, paraplanner to Rebecca Taylor at Dunham Financial Services, works from home and rarely meets clients. But could the company function without her?