Retirement income

Gareth James: First steps on drawdown investment pathway

Drawdown investment pathways may have been billed as a non-advised issue but, writes Gareth James, advisers actually need to know the ins and outs of client options

Adrian Boulding: Tax planning’s blurring of the lines

The 68-page HM Treasury and HM Revenue & Customs (HMRC) policy paper entitled Tackling tax avoidance, evasion, and other forms of non-compliance, published this...

Boris Johnson vows to fix NHS pension tax issue if he becomes PM

Conservative leadership contender Boris Johnson has promised to fix the pension tax relief rules that are causing senior doctors and...

Revealed: All the winners of the Retirement Planner Awards 2019

Wingate Financial Planning, Berry & Oak, Strategic Solutions Chartered Financial Planners and Rowley Turton IFA were named as the four regional winners of the...

RP Case Study: What to do when retirement income reality doesn’t match expectation

Michael is single and in his early 60s. He begins to look at what his retirement will be like. He goes online to find...

RP Case Study: Saving your pension for a rainy day

Most pension experts would say that spending in retirement – decumulation – should follow a policy of 'pensions last', so why is it that...

Martin Jones: Lifetime allowance quirks on divorce

A pension sharing order (PSO) is the mechanism by which a divorcing client is able to share some of their pension scheme with their...

Industry Voice: What does the future hold for multi-asset strategies?

If only we had a crystal ball that could tell us the future, investing would be so much easier. We live in complicated times,...

Charlene Young: The pitfalls of the nonsense tapered annual allowance

The tapered annual allowance is poorly designed and not fit for purpose. Its impact on the NHS has recently been well documented in the press...

Industry Voice: Q&A with Iain McGowan…

Q: What is the Scottish Widows ‘family of funds?' Our family of funds refers to our three core ranges of pension funds, which are available...
 

Popular articles

Greg Kingston: The uncomfortable history of SIPP regulation

Greg Kingston takes a detailed look at the 'uncomfortable' history of SIPP regulation and says the regulator’s understanding of providers and the wider industry continues to evolve.