Technical

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...
Rewriting the rules on retirement planning

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.
 

Popular articles

Lasting Power of Attorney applications drop 30% during pandemic

Lasting Power of Attorney (LPA) registrations fell "significantly" during the pandemic as lockdown measures made the process more onerous, according to official figures.