A DB transfer is often an 'all or nothing' decision for clients, however, partial transfers could be a half-way house alternative. Justin Corliss explains the process.
As Covid-19 makes life harder for everyone some people may be looking to access their pension pot earlier than planned, writes Lisa Webster. However, without careful planning, a tax trauma could be on the way
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.
Canada Life has added 430 funds to its Retirement Account drawdown platform, including a greater selection of ESG-focused options, bringing the total available to 1,550.
Lawrence Cook looks at the intricacies of decumulation planning, particularly sequencing risk which retirees, he says, want to avoid at all costs...
The 4% rule of thumb often used to define a sustainable approach for drawdown in retirement is no longer fit for purpose due to prevailing and sustained market conditions, according to Lane Clark & Peacock (LCP).
Stephen Lowe shares his views on the Money & Pensions Service 'stronger nudge' research and urges all parties to think big when it comes to the take-up of retirement guidance.
Adrian Boulding examines what’s happening in the world of investment advice at retirement and considers what the world might look like after the pandemic. Financial plans and strategies will need to be both recession-proof and tax-man proof, he writes
Retirees should remind themselves of the goals of their pension pot – i.e. to provide a stable income throughout their twilight years – and ensure they are as protected as possible during these turbulent economic times, writes Sam Liddle
As we know, it is a dangerous game trying to time the markets but quality advice should mean clients' retirement goals are less likely to be disrupted due to coronavirus, writes Jamie Smith