Home Technical


Laura Suter: Why pension investors should be brave on UK equities

RP's new columnist AJ Bell's Laura Suter looks at UK equities from the pension investor's perspective and says for those willing to take on some risk, there is a chance to get ahead of the curve

RP case studies: Retirement income cashflow modelling

In the latest RP case study, Fiona Tait runs through a retirement income advice scenario where cashflow modelling proves invaluable

Adrian Boulding: Why IFAs should embrace robo-advice

Robo-advice has a long way to go to satisfy regulators' disclosure and suitability requirements, but advisers should view these fledgling services as an opportunity not a threat, argues Adrian Boulding

Revealed: All the winners of the Retirement Planner Awards 2018

All the winners of the Retirement Planner Awards 2018

Billy Burrows: Why fixed term income plans deserve advisers’ attention

Retirement specialist Billy Burrows takes an in depth look at fixed term income plans which, he says, should be an option in every adviser's toolbox

Paul Squirrell: Pension transfer advice firmly in the spotlight

Defined benefit transfers have come under unprecedented regulatory scrutiny this year in the wake of widespread suitability failings. Paul Squirrell assesses the FCA's tougher rules and their implications for advisers

RP Forum 2018: ABI’s Rob Yuille confirmed as keynote speaker

Retirement Planner reports...

Emma Gadsden: Can IHT be made ‘fit for purpose’?

With the Office for Tax Simplification launching a wide-ranging consultation into inheritance tax, Emma Gadsden runs through the various issues likely to be of interest to advisers and their clients

Andrew Aldridge: Reasons to consider tax-efficient solutions early

The ability to invest in EIS and other tax-efficient solutions early in the tax year is a potential benefit that should not just be explored but, where client circumstances allow, grasped, explains Andrew Aldridge

Popular articles