Retirement income

Amyr Rocha-Lima on the psychology of retirement part 1: The six stages of retirement

In the first of a three-part series, Chartered financial planner Amyr Rocha-Lima explores the six stages of retirement…

Rachel Vahey: Five ways GMP equalisation could affect scheme members

Rachel Vahey looks at five ways GMP equalisation could affect scheme members and urges all advisers to take note...

FCA must re-think investment pathways ‘long-term income’ option

In response to the news that the FCA may delay the introduction of investment pathways for non-advised clients due to the coronavirus, EValue's Chet Velani has implored the regulator to take this time to rethink one of the options for consumers.

Claire Trott: Helping clients keep their eyes on the pensions prize

Claire Trott looks at some strategies to help keep retirees' plans on track during market turbulence

Joshua Croft: The (un)certainty of death benefits

Joshua Croft looks at death benefit expression of wish forms and outlines why it is essential they are kept up-to-date

Drawdown dilemmas: Five essential tips to share with clients

Quilter's Jon Greer shares his top five tips to share with drawdown clients currently experiencing an "incredibly punishing" time in the markets...

Fiona Hanrahan: Seven common pension tax year-end mistakes

Fiona Hanrahan looks at the tax year-end implications for pensions and explains how to maximise relief using carry forward

Bob Champion: Three retirees walk into an adviser’s office…

Retirement income is definitely not all about pensions, writes Bob Champion. Here he explores three very different client scenarios with equity release in mind

Five to ten years ‘reasonable’ for pension coronavirus recovery

Savers with less than a decade to go until retirement have a reasonable timeframe ahead for their pension to recover from the market instability caused by the Covid-19 coronavirus, according to Unbiased.

Andrew Tully: Tapered annual allowance change is ‘sticking plaster solution’

Andrew Tully explains the Chancellor's tapered annual allowance changes and asks if the solution is just papering over the cracks
 

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Stephen McPhillips: Mixed-use properties in SIPP or SSAS

Stephen McPhillips assesses if mixed-use property can be bought through self-invested pension schemes