In the final edition of this three-part series, Chartered financial planner Amyr Rocha-Lima discusses the impact retirement can have on clients and suggests what may help them adjust to a different way of living
Common sense tells us that keeping all options open is better than committing to a rigid, predefined path. But in the investment space, that is only partly true, writes Raymond Backreedy.
Drawdown retirees doing it for themselves may be in need of some investment advice during the coronavirus pandemic market plunge, writes Bob Champion. Is now the time to include housing wealth in their thinking?
A PCLS can be taken any time up to a year after the client becomes entitled to it. So why might someone want to delay taking their lump sum? Jessica List explains
Tom Delic highlights his account of the challenges he is facing as the Covid-19 pandemic reaches its peak and dreams of a trip to Oktoberfest
Scottish Widows has temporarily extended its quote guarantee period and changed how it accepts annuity applications to support advisers and customers during the Covid-19 outbreak.
Bethany Joslyn recaps how tax relief is granted on contributions to pension schemes
In the second part of his series on the psychology of retirement, Chartered financial planner Amyr Rocha-Lima explores eight ways advisers can help their clients adjust to life in retirement
After the deadline for implementing investment pathways for pension providers was pushed back by the FCA, Tim Jablonski explores the difficulties they face
With great versatility comes great responsibility, writes Sam Liddle. Here he explains why retirement savers shouldn't give up on absolute return for drawdown.