Retirement income

Colin Simmons: Putting lockdown savings to tax-efficient use

Savings rates shot up during lockdown as we all stayed firmly at home, writes Colin Simmons. As the tax year-end approaches, he explains the power of tax relief on pension contributions that could put those saved pennies to good use...

Adrian Boulding: Five key post-Covid client needs

As we tentatively emerge from lockdown, Adrian Boulding looks at the five key themes advisers may wish to discuss with their clients in the 'new normal'

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...

Popular articles

Chris Jones: I who have nothing

Chris Jones discusses Logan's run, pensions freedom and financial planning in his latest article for Retirement Planner