Retirement income

Neil MacGillivray: A tonic for the Covid-19 capital losses headache

While client portfolios may be struggling with the current market volatility, Neil MacGillivray discusses the opportunity to offset capital losses with next year's capital gains...

Lisa Webster: Why the MPAA was a bad idea

Lisa Webster has writen an adviser guide on the MPAA which she hopes to tear up in the very near future. Read on to find out why...

Clare Moffat: Helping clients help their families in lockdown

Advisers can use their expertise to help clients help their families during these extraordinary times, writes Clare Moffat.

Philip Dickinson: How a pandemic is revolutionising the pensions sector

It can often take an external ‘shock’ to change custom and practice in an industry, writes Philip Dickinson. Here he explores how the pensions sector has been changed for the better by Covid-19.

Lawrence Cook: The power of financial advice for decumulation clients

Amidst the coronavirus pandemic market volatility, Lawrence Cook discusses decumulation and the power of financial advice in that period of clients' lives...

What does the Carey Pensions judgement mean for SIPPs?

Carey Pensions, which recently rebranded to Options Pensions, won its long-awaited landmark court case against one of its own clients a couple of weeks ago. Here, Suzanne Padmore and Anna Davis from law firm Burges Salmon discuss the case and its potential consequences...

Craig Muir: Could you use a pension to offset ISA losses?

Craig Muir runs through an ISA/pension case study which focuses on offsetting potential losses clients may have suffered in recent weeks...

Tom Selby: Govt must halt MPAA amid Covid-19 crisis

With the UK staring down the barrel of its most severe recession in 300 years due to Covid-19, writes Tom Selby, it is important the pension tax system doesn’t unnecessarily penalise people responding to these unprecedented circumstances

RP case studies: Getting to grips with pension sharing orders

The RP case studies series returns with an article from Curtis Banks' Jessical List, looking at the nuances of pension sharing orders after the end of a civil partnership.

Martin Jones: How well protected is client money on investment platforms?

With the current pandemic and broader economic lockdown, many clients are understandably concerned about how secure their money is. Martin Jones looks at investment platforms and what protections are in place should the worst come to the worst.

Popular articles

Bob Champion: Reflections on selling the family home

Bob Champion pens a heartfelt piece about the sale of his late mother’s house, the family home for 62 years. Here he reflects on happy memories, trips to Stamford Bridge, why downsizing isn’t always the easy option and how equity release could help.