Despite pension freedom and the recent dip in rates, annuities still provide a source of certainty for three emerging groups of retirees, according to Greg Neilson.
DB transfers that breach the 'appropriate limit' can have serious tax implications if a client has enhanced protection, writes David Downie. Here, he looks at how advisers can avoid this outcome and use partial transfers to their advantage
In the latest RP case study, Dentons' Stephen McPhillips runs through a fascinating SIPP/SASS/wind turbine scenario which brought about substantial tax savings for a farming family.
Stellar AM's Jonathan Simmons looks at the traditional solutions to inheritance tax and some alternative options for clients.
More than half of people say they plan to work at least part-time during their retirement with the average worker planning to leave their primary job aged 66, according to research.
Some 327,000 people accessed their retirement savings using pension freedom rules withdrawing £2.4bn in the third quarter of the year, latest figures from HM Revenue & Customs (HMRC) reveal.
The tendency for women to be more risk-adverse than men is a major contributor to pension inequality in the UK, according to research from Cass Business School and the University of Bristol.
The Financial Conduct Authority's (FCA's) reformed pension wake-up packs coming into effect this week are "still not enough" for most savers, according to education provider Wealth at Work.
When assessing tax-efficient investments, writes Andrew Aldridge, it is important to understand the similarities and differences between mainstream investing and unquoted, early-stage stocks.
Danielle Byrne looks at the complex rules around pension contribution limits and urges the powers that be to make much-needed simplifications