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Retirement Planner Latest Issue
July 2008
The Big Interview
Life enhancing product
John Occleshaw tells Helen Morrissey about Canada Life's new enhanced annuity product
Comments and Opinions
Helen Morrissey
Making sure things run smoothly
The introduction of transferable nil rate bands between married couples and civil partners would seem to have taken away a huge burden for many people when organising their estate planning..
Letters to the Editor
- Time for a rethink
John Moret
Director of Sales and Marketing Suffolk Life - The price of a guarantee
Simon O'Connor
Retirement Income Head of Product and Marketing Lincoln Retirement Income
This month's featured contributors
Bernard Footitt
Technical Support Manager - Pensions
Canada Life
Christine Hallett
Chief Executive
Pointon York SIPP Solutions
Rachel Vahey
Head of Pensions Development
AEGON Scottish Equitable
Features
Preparation is everything
Transferring nil rate bands between married couples may seem like a seamless process. However, Mark Wilkinson believes much preparation needs to be made to ensure the transfer runs smoothly
What clients need to know
David Wright tries to explode some of the myths surrounding equity release and highlights the key areas that advisers need to clarify for their clients
Take time to explore the options
Helen Morrissey asks what needs to be done to ensure people get the best deal from exercising their open market option
Resources
- Performance Statistics
These stats show fund manager performance ranked over specified timeframes, and are provided by Lipper.
- Pensions calendar
Comprehensive guide to the development of pensions in parliament and beyond.
- Retirement Planner e-symposium
Don't worry if you missed October’s Retirement Planner e-symposium. Just follow the link to access the archived presentations from this online conference. You can listen to well known industry figures such as John Moret, Billy Burrows and Neil McCarthy discussing the latest retirement issues.
- Jargon buster
The retirement arena is complicated and not without its fair share of jargon. The Retirement Planner jargon buster aims to explain the facts behind these terms and will be updated on a regular basis. - The Retirement Partnership
Events and Training
Events
- July Markets Forum
Radisson Mayfair, London
10 July - Investment Week Global Focus 2008
Charing Cross Hotel, London
3 September 2008
Courses & Training
Continuing professional development is vital if advisers are to keep abreast of the latest development in the retirement planning market. Please click on any of the links below to check the latest training courses designed to ensure advisers continue to give their clients the best service possible.
Viewpoints
A win-win investment opportunity that is 100% capital protected
It's a truism that the time to invest is when a market is low or a sector undervalued, but those same conditions tend to worry most individual investors (and not a few professionals) – who are more likely to keep their capital in cash and out of the markets until renewed activity is well under way and much of the opportunity has been missed.
Demystifying the 'third way'
Getting the most out of pensions
'Third way' products offer a great deal of flexibility, sitting in between old-style annuities and drawdown options. They provide innovative solutions for those planning their income in retirement, enabling clients to keep control of their funds for a longer period.