Retirement income

HMRC ‘looking at opportunities’ to address net-pay tax anomaly

The government is set to review an anomaly which sees lower-paid workers in the majority of master trusts lose out on tax...

Adrian Boulding: How realistic is asset manager charges transparency?

On 5 September the Work & Pensions Committee (WPC) held a highly-focused debate on the challenges of extracting increased charges transparency from asset management...

RP case studies: Using SIPP consolidation to bring pension freedom

People take out SIPPs for a variety of reasons, writes Elaine Turtle. Here she shares a case study which shows how the product's versatility can help clients access funds to help facilitate their chosen lifestyle 

Novia updates TVAS tool in line with new pension transfer rules

Novia Financial has updated its transfer value analysis (TVAS) report tool in order to be fully compliant with the latest...

Fiona Tait: Pensions and the ‘quickie’ divorce

Fiona Tait looks at the government's plan to introduce 'no fault' divorces and says while the option will making splitting up easier for some, dividing pension assets should not be rushed

George Houston: That’s just too good to be true, surely?

George Houston believes, as an industry, we are making progress on scam prevention and protection. Here he outlines why clients themselves need more help in spotting the offers that are 'too good to be true'

Pensions industry heavyweights lead ‘mid-life MOT’ development

A handful of industry heavyweights have begun trialling a so-called 'mid-life MOT', with positive initial results reported by all those involved. Hannah Godfrey finds out more...

Laura Suter: Why investment trusts are dividend heroes

Laura Suter looks at the suitability of investment trusts for retirement income and asks if there is a platform problem blocking adviser's use...

Kerry Nelson: The advice implications of phased retirement

Not only could the lack of a set pattern for retirement help clients in important ways, writes Kerry Nelson, it is also...
Making it work: Getting the most out of pensions freedom

Average regular pension withdrawal rate jumps from 4.7% to 5.9% – FCA

The average annual pension withdrawal rate jumped more than one percentage point between 2016/17 and 2017/18, writes Tom Ellis.

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Intelligent compromise the solution to contingent charging dilemma

Is contingent charging the financial advice sector's Brexit? Certainly it is a topic that drifted into the spotlight, was talked about for a...