Equity release

Bob Champion: Preparing for a post-coronavirus world starts now

Bob Champion looks at the prospects for life after Covid-19 and asks how financial services can change and evolve to serve clients operating in the 'new normal'. He says 'normal will never be the same but the time to prepare for it is now'.

Bob Champion: Managing drawdown expectations as markets plunge

Drawdown retirees doing it for themselves may be in need of some investment advice during the coronavirus pandemic market plunge, writes Bob Champion. Is now the time to include housing wealth in their thinking?

Bob Champion: Three retirees walk into an adviser’s office…

Retirement income is definitely not all about pensions, writes Bob Champion. Here he explores three very different client scenarios with equity release in mind

Budget 2020: What are the 10 key takeaways?

Budget 2020: What are the 10 key takeaways? Professional Adviser and Investment Week report

Hilary Banks: Financial services must adapt to better serve female clients

Hilary Banks asks how financial services and products can adapt to attract and better serve more female clients

Anna Sofat: Why women are opting out of corporate culture

Women drop out of corporate culture at an average age of 38, leading to a "talent drain" from companies in the investment industry, Addidi Wealth's Anna Sofat told delegates at the inaugural Women in Investment Festival.

Revealed: All the nominees for the Women in Financial Advice Awards 2020

Retirement Planner is delighted to unveil the 'long list' of the almost 600 individuals nominated across all the categories in the 2020 Women in Financial Advice Awards.

Equity release market growth stalls in 2019

Last year saw a flat result for the equity release market as the total amount retired homeowners released from their properties fell by 4%, according to research by Key.

Government announces March Budget

HM Treasury has confirmed that the government will hold its Budget on 11 March.

Bob Champion: Getting it right for vulnerable customers

Vulnerable customers are a high priority and we can all expect to hear a lot more about them, writes Bob Champion

Popular articles

Jon Greer: Why advisers must ‘sit up and take notice’ of...

In February, there will be a fundamental change when a customer contacts their pension provider to access drawdown, writes Jon Greer. Here he explains why advisers must 'sit up and take notice' of investment pathways