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Adviser business models ‘must adapt’ to clients’ complex retirement needs

Advisers need to overhaul and update their business models to adapt to changing demographics of retirees whose financial make-up is becoming more complex, delegates heard at PA360 Digital on Wednesday morning.

Decumulation strategies ‘still in their infancy’

Decumulation investment strategies and products are still in their infancy and more innovation is needed to better serve clients, according to a panel of experts speaking at PA360 Digital.

Older divorcees missing out on state pension uplift advice

Women who divorce later in life are missing out on significant state pension uplifts due to a complex system that may be little understood by advisers, research has found.

Siobhan Barrow: What retirement advisers have learned after five years of ‘freedom’

Siobhan Barrow assesses the impact of pension freedom after five years of operation. Here she explains what advisers should be asking clients to ensure they get the most out of their retirement during these turbulent times

Bethany Joslyn: Duty-free retirement saving?

Remote working, be that at home or somewhere more exotic, is here to stay, writes Bethany Joslyn. Here she looks at retirement saving options for UK workers doing their 5-9 from anywhere

Chancellor confirms state pension triple lock to remain

Chancellor Rishi Sunak has said the pensions triple lock will remain in place for now, despite the UK facing the worst recession on record.

Curtis Banks acquisition of Talbot and Muir to close this month

Curtis Banks has met all of the pre-conditions to acquire rival SIPP provider Talbot and Muir, including approval from the Financial Conduct Authority.

RP case studies: Property purchase can be a family affair

Jessica List uses her latest RP case study to explore how a family can purchase property through their respective self-invested personal pensions.

Aviva tops FOS pension complaints list

Financial Ombudsman Service (FOS) data from the first six months of 2020 has revealed Aviva received the most pension complaints of all firms listed.

Campaigners publish open letter to PM after pension scam meeting

The Transparency Task Force (TTF) has published an open letter to prime minister Boris Johnson asking him to take a personal interest...
 

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