Jessica List: The risk of forgetting an expression of wishes
To emphasise the importance of an expression of wishes, Jessica List runs through a scenario where forgetting to complete one results in a sticky spot for a hypothetical client
Claire Trott: Decisions to make on annual allowance charge
Due to the tapered annual allowance, many people are subject to an annual allowance charge, which can be a significant outlay, writes Claire Trott. Here she discusses client options which need careful consideration...
Adrian Boulding: First steps along the ‘investment pathway’
The secret of a good strategic plan is to look through your initial targets and out beyond them, writes Adrian Boulding. Here he discusses drawdown investment pathways and why it will pay dividends to think long-term...
Adrian Boulding: SSAS advantages in 10 key points
Adrian Boulding continues his deep dive into the SSAS market with his second feature on the lesser-known corner of the pensions world. Here he outlines 10 key points advisers should know and highlights SSAS' client-retention potential
Joshua Croft: Clarifying carry forward
Joshua Croft gets into the nuts and bolts of carry forward rules in his latest article for Retirement Planner
Chris Jones: A centralised retirement proposition risk-assessment
Chris Jones explores the makeup of a centralised retirement proposition and its associated risks
RP case studies: Third-party contribution consequences
A surprise third-party pension contribution comes with some unintended consequences in the latest RP case study penned by Jessica List
Claire Trott: Getting the self-employed to engage with pensions
The self-employed may think they are getting sufficient advice from their accountants on tax efficiency and pensions. However, as Claire Trott explains, advisers are best placed to diffuse the self-employed retirement savings ticking timebomb...
Neil MacGillivray: Weathering a DC pensions tax storm
With changes to defined contribution pensions on the horizon, Neil MacGillivray looks at the burden this could bring on investors who pay higher or additional rate tax…
Paul Darvill: Power of attorney and its complexities
Power of attorney is a very emotive subject for many clients, but it is something that advisers have found themselves getting more involved in of late, writes Paul Darvill. Read on for key points advisers need to consider.
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