Technical

Martin Tilley: SSAS as an alternate lender

Martin Tilley looks at the world of SSAS pension-led funding including what makes a suitable security to protect a scheme against loss - and it's not Rolex watches, classic cars or diamonds...

RP case studies: Looking back to maximise pension tax allowances

Jess List explores a pension contribution case where a high earner finally gets the retirement planning bug and needs some tapered annual allowance advice

George Houston: Are clients really interested in IHT?

George Houston looks at the emotive issue of IHT and says, while it is never straightforward, a discussion with clients is an essential part of the advice process

Bernadette Lewis: Pension planning for international workers

Bernadette Lewis looks at the financial planning consequences when workers move abroad, specifically focusing on member and employer contribution rules

RP case studies: Making SSAS work during difficult times

In the latest RP case study, Elaine Turtle looks at a bittersweet SSAS example where tax-free cash helped ease the pain of a devastating medical diagnosis

1825 to develop automated advice for pre-retirees in FCA sandbox

Standard Life's advice arm 1825 has joined the FCA's regulatory sandbox to develop an at-retirement automated advice proposition, writes Tom Ellis

RP case studies: Bonus sacrifice pays pension dividends

In the latest RP case study, Dentons' Martin Tilley looks at the advantages of putting bonus money directly into pension pots with two examples where it made the world of difference to employees

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
 

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‘Casualties expected’ as final master trusts apply for authorisation

The last of 38 master trusts expected to apply for authorisation have now submitted their applications to The Pensions Regulator (TPR), its latest update...