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Pensions

Michael Collins, Invest Europe

Invest Europe publishes private equity and venture capital guide for pension funds

Mon, 03/10/2016 - 10:33

Private equity and venture capital trade association Invest Europe has published a guide for pension funds on investing in the sectors. »

Clapton suggests IFAs ignoring potential business

Thu, 29/09/2016 - 15:06

An accountancy practice specialising in financial advisers, Clapton Consultants, has responded to an industry survey from The Pensions Regulator suggesting that the level of interest in auto-enrolment among financial advisers has fallen markedly over the last 12 months.  »

Pension investments hit new record high

Thu, 08/09/2016 - 09:47

Financial intermediary and data provider Equifax Touchstone reports that pension investments reached a new record high in Q2 2016 with GBP8.4 billion of inflows (including transfers), a 6.2 per cent rise (GBP0.5 billion) from the previous quarter. »

SJP advises diversification to find income in retirement

Thu, 25/08/2016 - 12:44

Commenting on recent political and economic events, Ian Price, Divisional Director at St. James’s Place, says that these highlight the need to make the most of the choices available to generate income in retirement.  »

Interest rate cut will affect pension savers

Mon, 08/08/2016 - 14:16

Matthew Brown, Private Client Partner at Thomas Miller Investment, comments on how the interest rate cut will affect pension savers saying that pension savers need to reconsider their drawdown versus their annuity choices.  »

Beverly Chandler

Pension savers plan to leave half of their lump sum to their children

Mon, 25/04/2016 - 12:18

New research commissioned by Investec Wealth & Investment has found that almost half (46 per cent) of savers with private or workplace pensions plan to leave at least part of their lump sum to their children when they die.  The findings come one year on from new rules allowing retirement nest eggs to be passed down the tax-free for those dying under 75.  »

Beverly Chandler

Hargreaves Lansdown comments on secondary annuity market tax consultation

Wed, 20/04/2016 - 13:12

Tom McPhail, Head of Retirement Policy at Hargreaves Lansdown has commented on the HMRC tax consultation on the secondary annuity market. The consultation is a further step towards the launch of this market on 6 April 2017, from which date pension investors who have previously bought an annuity will be allowed to sell their guaranteed income in exchange for a lump sum.  »

Beverly Chandler

The Pensions and Lifetime Savings Association publishes comments

Tue, 22/12/2015 - 13:06

The Pensions and Lifetime Savings Association has called for fresh thinking and a joined-up approach from Government and regulators to make pension freedoms work for millions of ordinary savers.  »

Beverly Chandler

Portus reveals widespread ignorance on new pension rules

Wed, 18/11/2015 - 08:51

Research from employment benefits consultancy firm, Portus, reveals that 53 per cent of savers are unsure about the tax rules surrounding taking cash out of pensions and many employees are still unaware of the legislative changes providing greater freedom over how they use their pensions.  »

Adrian Walker

Pension freedom has resulted in few Lamborghinis and mostly common sense

Wed, 04/11/2015 - 09:31

The Association of British Insurers (ABI) has published data which reveals that GBP4.7 billion has been withdrawn under the new pension freedoms since April this year.  »

Beverly Chandler

Over 55s targeted by fraudsters

Tue, 27/10/2015 - 09:09

The employment benefits consultancy firm, Portus, has conducted a survey that finds that 14 per cent of working over 55s believes they have been targeted by a pension scheme scam since the April pension changes. »

Neil Carberry

Survey finds companies crave stability on pensions

Mon, 26/10/2015 - 08:29

The 2015 Pensions Survey from CBI and Mercer, the first industry-wide survey since the general election, finds that companies crave stability on tax, policy and funding to boost pensions. »

Beverly Chandler

Parents and grandparents cut back on lifestyle to gift to their adult offspring

Mon, 05/10/2015 - 09:27

A new report from Investec Wealth & Investment finds that parents and grandparents who gift money to their grown-up children and grandchildren believe they risk compromising their own standard of »

Beverly Chandler

Investors need more ongoing financial advice than ever

Wed, 30/09/2015 - 14:03

A  study by Investec Wealth & Investment finds that IFAs unanimously agree that recent pension reforms coupled with the rise in life expectancy have significantly increased the requirement for ongoing financial advice to clients during retirement. »

Beverly Chandler

Pension Wise service to move from the Treasury

Wed, 16/09/2015 - 15:02

News has broken that responsibility for delivery of the Pension Wise service will move from the Treasury to the Department for Work and Pensions (DWP) by the end of the financial year.   »

Beverly Chandler

Celebrating ‘Pension Awareness Day’

Tue, 15/09/2015 - 14:03

September 15th is ‘Pension Awareness Day’ and Charles Stanley’s Rob Morgan gives five reasons to consider a pension. »

Beverly Chandler

Pension freedoms will increase flexibility and risk taking

Mon, 22/06/2015 - 16:10

New research from the Yorkshire Building Society shows that the new pension tax-free allowances and increased flexibility will boost both saving and risk taking. Their survey finds that one in two savers and investors will be willing to take more risk without understanding the implications for their money.   »

Beverly Chandler

Survey finds next generation of retirees will be worse off

Fri, 19/06/2015 - 08:20

New research from Prudential finds that those aged 45 to 55, the next generation of retirees, expect to be worse off in retirement by almost a fifth (18 per cent) compared with those leaving the workplace this year. »

Retirement

Consumer expectations on pension freedom have not been managed

Mon, 15/06/2015 - 10:19

Matt Phillips, Managing Director, Thomas Miller Investment is concerned that consumer expectation around the April pension freedoms have not been managed. He says: “A pension is not to be used like a cash account and if that’s how consumers thought the pension freedoms would work then they were very mistaken.” »

Matt Philips

Duty of care means clients are advised not to buy the Lamborghini quite yet

Fri, 27/03/2015 - 09:05

The pension reforms that will happen on 6th April allow individuals to release their capital from their pension pots once they reach 55.   »

Beverly Chandler

Wealth managers face challenges and opportunities with new pension freedom

Tue, 24/03/2015 - 16:08

April’s new pension freedoms in the UK could spell a wealth of new business for sophisticated wealth managers and investment advisers. The so-called 'Pension freedom' reforms will give people greater power over how they spend, save or invest their retirement pots from 6 April. »

UK flag

Pensioner millionaires on the rise in the UK

Thu, 17/07/2014 - 12:14

More than one million pensioner households in the UK now have total wealth of more than GBP1m, according to analysis by Prudential of the latest ONS data for 2010-2012. »

Retirement

FNEX partners with Vantage self-directed retirement plans

Wed, 25/06/2014 - 11:36

Clients of self-directed retirement plan administration company Vantage can now access FNEX.com to source, review and invest their funds in a wide variety of alternative investments. »

Pension

Premier launches suite of DB, DC and Death in Service Master Trusts

Mon, 16/06/2014 - 14:30

Premier has launched a suite of Master Trust services for the DB, DC and Death in Service markets, for employers who are looking for an alternative to the task of running the scheme themselves. »

UK flag

UK needs ‘national wealth service’, says Altmann

Mon, 16/06/2014 - 06:04

The UK needs a National Wealth Service and “fundamental changes” in pension advice and saving products to ensure success for the retirement revolution sparked by the Budget, according to Dr Ros Altmann. »

Adrian Walker, retirement planning manager at Skandia

Pension reforms risk failure unless income rules are simplified, says Skandia

Tue, 10/06/2014 - 10:04

A swift change to retirement income rules is required in order for the government’s proposed pension reforms to work, according to Skandia, part of Old Mutual Wealth. »

Retirement

UK consumers reliant on others for comfort in retirement despite pension reforms

Thu, 29/05/2014 - 14:08

In spite of the individualism underlying George Osborne’s pension reforms, UK consumers still see other parties as responsible for their financial comfort in retirement, according to a survey by AXA Life Invest. »

Union Jack Pound

Unit-linked guarantees could be GBP4bn-a-year market by 2014, says MetLife

Tue, 27/05/2014 - 11:53

The unit-linked guarantee market is set to nearly treble to GBP4 billion a year by the end of 2015 as the Budget reforms highlight the continuing need for certainty on capital and income, according to MetLife. »

Pension

AXA Life Invest launches Secure Advantage+

Mon, 26/05/2014 - 10:07

AXA Life Invest has launched Secure Advantage+, a guaranteed drawdown product that is designed to tap into the flexibility and choice made possible by recent pension reforms. »

Retirement

M Financial selects JP Morgan’s Retirement Link for retirement platform

Wed, 21/05/2014 - 16:26

JP Morgan Asset Management’s retirement plan solution Retirement Link is now available on M Financial Group's retirement plan platform. »

features

Interview

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Alternative UCITS 2016

Alternative UCITS 2016

Wed, 23/11/2016 - 13:57

Awards

Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 08:14

Interview

Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 09:12

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