Equity release

Revealed: All the winners at the Professional Adviser Awards 2016

More than 200 firms entered to battle it out for a prestigious Professional Adviser...

Advising Mr & Mrs Average on their retirement income

In my previous article, I looked at the components of wealth of households comprised of people aged 54 to 64 (made up of pension...

FCA urged to relax equity release affordability rules

Equity release affordability rules should be eased to help more customers make interest repayments...

Clients still covering up health issues, advisers reveal

More than one in four advisers (27%) said they have had clients who risk losing out on the best deals by covering...

Retirement income: Will baby boomers come up short?

'How much do I need to save for my retirement' is a question you often hear asked. The textbook answer is to suggest a replacement...

Making it big: Why 2016 could be ‘the year’ for equity release

Christmas is behind us, the New Year celebrations are a distant memory, and the January guilty gym rush is in full flow, so I...

Stemming the tide: Why retirees have to look beyond pensions

The post-holiday cobwebs have hopefully been well and truly blown away now, if not by the return to work then certainly by the weather...

Make every client aware of these ten key dates in 2016

A number of key financial dates recur every year, and it's just as important your clients know about them than you do. From tax deadlines...
Aileen lynch

Why FAMR is just as important as RDR

Pension freedom, hybrid solutions, second charge loans, UPFLS, DB, DC... the constantly changing landscape...

Chancellor sets date for Budget 2016

Chancellor George Osborne has announced next year's Budget will be presented on 16 March. Osborne (pictured) announced the date...
 

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