Retirement income

Danielle Byrne: The fundamentals of fixed protection

Danielle Byrne looks at the complex rules around pension contribution limits and urges the powers that be to make much-needed simplifications

Jack Rose: How VCTs are shaping up in 2019/20

With only a handful of the established VCTs yet to declare their fundraising intentions for this year, writes Jack Rose, the landscape for 'tax season' is becoming clearer.

Quilter could face complaints after Lighthouse presence on British Steel sites

Financial advice and life giant Quilter could potentially see complaints made against it from British Steel workers following an affinity partnership between the steelworkers' union and advice firm Lighthouse.

Bob Champion: Why advice on housing wealth could be priceless

Bob Champion asks if advisers need to rethink their attitude to housing wealth when assessing whether a potential client is a viable proposition.

James Baxter: Why would anyone buy annuities at current rates?

James Baxter takes a view on the retirement income market - asking why would anyone buy an annuity right now?

Charlene Young: Let’s adopt a ‘less is more’ philosophy

The FCA is being forced to deal with wide-ranging pension policy reforms at too fast a pace, writes Charlene Young.

Adrian Boulding: Why the tapered annual allowance has to go

Adrian Boulding looks at the unpopular tapered annual allowance and predicts its imminent demise...

Defining Broken Transfers: How should the advice sector handle insistent clients?

How does the advice sector as a whole deal with insistent clients?

Claire Trott: Family wealth is changing

Retirement planning is in for a shake-up, particularly from a familial perspective, predicts Claire Trott, because the way money is passed through generations is changing …

Bob Champion: Pensioners behaving badly

Pensioners who ignore safe withdrawal rates are being dropped by their advisers, writes Bob Champion. Here he explores who is behaving badly...

Popular articles

Libby Holding: Can estate planning help tackle care fees?

Residential care fees are a hot topic at the moment, says Libby Holding, with increasing media coverage of people who have had all of their life savings and assets swallowed up by care fees in their later years...