Pension changes and generational wealth transfer
The forthcoming pension changes are a hugely positive change for private clients, says Annamaria Koerling, head of wealth management at C Hoare & Co.
Retirement
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Nigel Green: Why I’ve used Swiss bank accounts
With HSBC hitting the headlines for all the wrong reasons and bringing offshore banking into sharp focus, deVere’s Nigel Green attempts to redress the balance.
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BlackRock reacts to pensions changes
BlackRock is poised to take advantage of the upcoming pensions freedom changes with the launch of three new target-date vehicles.
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Axa Wealth to launch reform ready pension plan
Axa Wealth is to capitalise on the upcoming UK pension reforms by launching a plan which combines the benefits of an annuity and an income drawdown product.
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Old Mutual Wealth plans flexi access
Old Mutual Wealth is launching a flexi-access drawdown facility within its Collective Retirement Account (CRA) from 6 April.
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QROPS Flexible Drawdown
David Howell, chief executive at Guardian Wealth Management, looks at how fully flexible QROPS will affect international IFAs.
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Old Mutual preps for pension reforms
Old Mutual Wealth has appointed two pensions specialists to its UK specialist sales teams as it prepares for this years reforms.
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Pensions advisers FSCS levy skyrockets by 73
UK pensions advisers have been hit with a potential increase of £24m in their levy to the Financial Services Compensation Scheme (FSCS) for the next financial year.
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Offshore decumulation opportunities
David Denton, technical expert at Old Mutual International, explores the new decumulation opportunities which are emerging in the offshore market, looking at how they compare to traditional drawdown or annuity options.
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Opportunity to be found in pensions sector
The pensions changes announced in last years budget have already resulted in plummeting annuity sales in the UK market and a host of new products, but according to a new white paper by Altus, the continued lack of understanding around pensions represents a significant opportunity for advisers.
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Risk managed funds to lead retirement income
Published on 7 January, the report showed that 34% of 200 financial advisers polled in October 2014 predicted that risk-managed funds will usurp the traditional annuity as the market forerunner by 2025
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Steve Webb proposes trade in pension policies cash
Retirees could be given the option to trade in their annuities for cash if plans are given the go-ahead.