How to target age-based investment offerings
With differing values and priorities, financial advisers need to keep up with changing needs
Retirement
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One fifth of UK millionaires over 45 will not hand down wealth
Canada Life’s survey highlights people need to have ‘frank and honest’ inheritance conversations
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UAE in ‘urgent’ need of new retirement system, gov’t official
Human Resource department calls for new funds and savings plans to improve end of service system
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Brits unaware of who will benefit from their retirement policy
Most believe that a will is sufficient, but pensions are not part of a person’s estate
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Comfortable retirement out of reach for most
Over 61% of Europeans believe they don’t have enough money to retire
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Investment manager rolls out free pension finder
Customers can transfer lost or misplaced pots into their current scheme
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Pension advisers involved in over half of transfer scams
In 49% of cases members not aware of advice given, fees or transfer schemes
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HMRC loses pension court case on lifetime allowance
UK taxman’s decision to void fixed protection allowance deemed ‘unreasonable’ in case of genuine error
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UK expats in EU could face frozen pensions
Senior analyst warns pensioners will suffer if a Brexit deal is not reached
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Pension decumulation provisions still ‘thin on the ground’
‘Technology not a barrier’ but providers need to start innovating
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UK to introduce collective DC pension schemes
Some organisations have already started working with the government to roll out CDCs
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Expat retirement plans set for shake-up in the UAE
Dubai is forging the path towards DC-style schemes, in addition to the end of service gratuity system