About

Retirement Planner is the first monthly magazine that aims to provide financial advisers with in-depth analysis on all aspects of retirement planning.

A features-led publication, Retirement Planner covers the different stages advisers deal with when advising clients from pre to post retirement.

• Pre-retirement: it analyses the subjects of tax efficient wealth and estate management, investment planning and product development
• At-retirement: a detailed study of issues such as annuities, drawdown, equity release
• In-retirement: an ongoing review of growth and/or income investment options

Retirement Planner was launched in October 2004. Retirement issues have become increasingly high profile and the magazine was launched to help advisers deal with this issue primarily with the advent of pensions tax simplification which came into force in April 2006.

Retirement Planner is not just another product magazine as it also examines developments in distribution, wraps, technology and investment strategies as well as the impact of legislation and regulation on the way advisers do business.

Regular features include -

• Investment strategies
• Tax planning
• At-retirement options
• Equity release
• Sources for providing an income in retirement
• SIPP
• Bespoke surveys
• Interviews with leading industry figures

Retirement Planner has a circulation of over 12,000 every month with readership comprising the following:

• IFAs in the UK conducting personal investment and retirement planning business
• All IFAs involved in tax planning and portfolio management
• All IFAs offering wealth management services
• UK IFAs handling onshore and offshore investment
• Corporate IFAs advising on tax, pension and other benefit issues
• All IFAs, stockbrokers and accountants advising high net worth clients

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