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Revealed: The Retirement Planner Awards 2015 shortlist

The shortlist of advice firms in the running for the Retirement Planner 2015 Awards has...

Six magic auto-enrolment questions advisers should be asking

Employers approaching advisers for guidance on implementing an auto-enrolment solution should be a perfectly straightforward equation. Employers need help - and, importantly, increasingly know they...
What could possibly go wrong?

New world decumulation: Does conventional wisdom still apply?

Over previous weeks, this series of articles has looked at two broad issues, specifically longevity and later life investment strategies, that planners need to consider when...

Why multi-asset funds will fail drawdown investors

It is now 20 years since legislation allowed income to be drawn down from pension plans without the need to buy an annuity. Since that...

Pension freedoms bring difficult retirement income decisions

I have been out and about talking to advisers quite a lot recently and although the pension reforms are generally well received, there are...

Auto-enrolment is about to get personal

As we approach the early swell of SMEs staging for auto-enrolment, I want to highlight a few surprises in store for your clients, and...
Behavioural finance: What would you choose?

Reinventing retirement planning: Later life investment strategies

The previous article in this series looked at longevity and the impact that this should have on the design of portfolios for clients adopting...

Ros Altmann must establish ‘grand vision for saving’

New pensions minister Ros Altmann must continue with the package of bold reforms that her...
A case study special on death benefits post-pensions freedom

The longevity issue: Mapping the new retirement landscape

The freedoms offered to pension investors by Mr Osborne have been broadly welcomed by commentators and individual savers alike. But with these new found freedoms...
Sanity check: SIPP operator business risks uncovered

Election aftermath: What the Tory win means for pensions

The campaigning has been done, the votes cast and counted but as with the best thrillers there was an unexpected ending with the Conservative...
 

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