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Investments5 minsClaire AltmanNovember 12, 2024
Are smoothed funds the answer to major FCA concerns?
An area of focus following the FCA’s Retirement Income Review was withdrawals, we consider how smoothed funds can help meet the regulator’s concerns. -
Technical Insight5 minsMike Ambery
October 30, 2024
Autumn Budget 2024
Our summary of the key points from The Autumn Budget. -
Investments5 minsAdviser Insight and Opinion teamOctober 09, 2024
Smooth out the dangers of the retirement risk zone
We’re proud to have sponsored a new report from Defaqto. This explores how smoothed funds can be used to manage some of the risks that threaten a good outcome for clients approaching retirement. -
Technical Insight5 minsNeil EvansSeptember 09, 2024
Removal of the Lifetime Allowance: your top three questions answered
We answer the top three questions we've been asked by you on the removal of the lifetime allowance. -
Retirement Income5 minsAdviser Insight and Opinion teamAugust 20, 2024
Explore the value of a pension annuity
We explore the best ways to tailor a retirement income to suit different needs to provide tangible value for your clients in later life. -
Retirement Income5 minsAdviser Insight and Opinion teamAugust 06, 2024
Take a flexible approach to retirement income
We explore how you can help clients determine their income needs in retirement. And how you can show them what income they can expect from their pension pot. -
Technical Insight5 minsGordon AndrewsJuly 30, 2024
Personal Injury Trusts: Support for you and your clients with life changing injuries
The second of a two-part series, we cover Personal Injury Trusts and dispel some of the myths to help your conversations with trustees. -
Retirement Income5 minsAdviser Insight and Opinion teamJuly 08, 2024
Boost your annuity know-how
Our short films cover common questions and key points to support your understanding of annuities, and your client conversations. -
Technical Insight5 minsGordon Andrews
June 20, 2024
Deputies and Guardians: Support for you and your clients with life changing injuries
In the first of a two-part series, we cover Deputies and busting myths so you feel more confident with the issues around this business. -
Retirement Income5 minsAdviser Insight and Opinion teamJune 20, 2024
Are you ready for the retirement income revolution?
There’s a lot of talk about the future of the retirement income market right now. That’s why we’ve chosen to sponsor a guide from Defaqto. -
Retirement Income5 minsAdviser Insight and Opinion team
June 11, 2024
When should your clients buy an annuity?
We look at the impact your clients’ personal circumstances can have on their retirement income. Explore the key factors you should consider to help them secure a higher income for life. -
Technical Insight5 minsNeil EvansMay 24, 2024
Removal of the LTA: what this means for your clients on death
The removal of the lifetime allowance sees a change to how pension death benefits are considered against the new lump sum and death benefit allowance. -
Technical Insight5 minsNeil EvansApril 23, 2024
Removal of the LTA
In a significant change to the pension landscape, the lifetime allowance (LTA) has been removed from 6 April 2024. -
Technical Insight5 minsMike AmberyMarch 06, 2024
The Spring Budget
Our summary of the key points from The Spring Budget. -
Technical Insight5 minsNeil EvansMarch 06, 2024
Tax year end planning
We look at some of the valuable exemptions, allowances and planning opportunities that may be available before 6 April and some that may be lost if your client doesn’t act before then. -
Technical Insight5 minsNeil Evans
January 26, 2024
Key points and Lifetime Allowance changes for pension planning at 75
We look at the need and benefit of pension planning for your clients in the run up to and reaching age 75. -
Technical Insight5 minsIntermediary Technical ServicesNovember 23, 2023
Autumn Statement 2023
Our summary of our key points from the Autumn Statement. -
Retirement Income5 minsAdviser Insight and Opinion team
November 03, 2023
What’s the deal with enhanced annuities?
We know advisers have close relationships with their clients. But could the trust you share with your clients help to boost their incomes in retirement? -
Retirement Income5 minsClaire Altman
November 02, 2023
Should good client outcomes come with a guarantee?
Our latest research reveals that there’s sizeable uncertainty as to how annuities work and what benefits they can provide. -
Retirement Income5 minsAdviser Insight and Opinion teamSeptember 04, 2023
Why we must debunk annuity myths
Our latest research reveals that there’s sizeable uncertainty as to how annuities work and what benefits they can provide.
