Retirement income

RP case studies: UFPLS rules at age 75 expained

Turning 75 still affects a range of different pension rules. Here Jessica List demonstrates how it affects clients who may wish to take an UFPLS

Sam Liddle: Decumulation – expect the unexpected

Sam Liddle looks at the world of decumulation - where he says you have to expect the unexpected...

Garrett Harbron: Advice on getting retirement spending in (the right) order

Retiring clients should be made aware that spending savings in the right order can make a huge difference to their finances, writes Garrett Harbon

David Burrowes: Joined-up retirement planning need ‘never been greater’

A holistic approach to funding retirement is now crucial, argues David Burrowes. Here he outlines how the UK’s £4trn untapped property wealth has an important role to play

RP case studies: Structuring income for SSAS retirees

Stephen McPhillips explores how to best structure income from a SSAS in his latest RP case study

Adrian Boulding: Go against the pack and consider an annuity

The much-maligned annuity is still a worthy contender in the retirement income space, writes Spire Platform Solutions' Adrian Boulding. Here he outlines why advisers shouldn't discount them entirely

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

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

John Chew: Redundancy and pension planning explained

John Chew looks at the rules and regulations governing redundancy payments and explores how pension planning can be adapted when the worst happens...

Adrian Boulding: First steps along the ‘investment pathway’

The secret of a good strategic plan is to look through your initial targets and out beyond them, writes Adrian Boulding. Here he discusses drawdown investment pathways and why it will pay dividends to think long-term...

RPI to be reformed in 2030 but no compensation for gilt holders

The Retail Prices Index (RPI) will be reformed and aligned with the housing cost-based version of the Consumer Prices Index, known as CPIH, by 2030, the Treasury has confirmed.

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Hard-hit NHS staff: Advisers discuss new tax year challenges

As the new tax year begins Jon Yarker talks to advisers about the challenges clients may face, including dealing with the 'stealth tax' measures from this year's Budget...