Retirement income

Chris Jones: A centralised retirement proposition risk-assessment

Chris Jones explores the makeup of a centralised retirement proposition and its associated risks

RP case studies: Third-party contribution consequences

A surprise third-party pension contribution comes with some unintended consequences in the latest RP case study penned by Jessica List

Shona McCluskey: Firms that grasp investment pathways will take ‘higher ground’

Drawdown retirees are set to be put on 'investment pathways' in a bid to secure better outcomes for all. Here Shona McCluskey assesses the changes and urges firms to consider the wider objectives

Steve Hunter: What next for retirees reliant on investment income?

Drawdown retirees forced to reduce income during the early stages of the pandemic are now considering the best way to turn the taps back on, writes Steve Hunter

Canada Life links with Brewin Dolphin on 14 pension funds

Canada Life has launched a range of 14 pension funds managed by wealth manager Brewin Dolphin.

Gareth James: What every ‘pensions geek’ wants for their birthday

Gareth James is looking forward to next year, not only is he celebrating a significant birthday but the 'pensions geek' in him can finally book that Pension Wise appointment...

Justin Corliss: Making the case for partial DB transfers

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.

Lisa Webster: Beware over-taxation when accessing a pot

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 strategies ‘still in their infancy’

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 expands drawdown platform with 430 additional funds

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.
 

Popular articles

RP case studies: Transfers in drawdown explained

Justin Corliss explores a set of circumstances where switching drawdown contracts may result in better client outcomes