Most over-55s in UK will not touch private pension in 2020
Current economic climate has ‘put the brakes on any plans’ to dip into retirement pots
Canada Life
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How to help clients near retirement as covid-19 spreads
If advisers haven’t reduced exposure to risk and volatility then the ‘horse has bolted’
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PEOPLE MOVES: Axa, Canada Life, Columbia Threadneedle
Insurer names managing director of retail and health, while life company hires sales director
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Are annuities set for a comeback?
After falling out of fashion when the pension freedoms were rolled out in 2015
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Is it better to use multiple gift and loan trusts?
Rysaffe principle can open the door to big inheritance tax planning benefits
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PEOPLE MOVES: Utmost Wealth, Canada Life, Bank of Singapore
UK sales director departs life insurer, as rival poaches business technical manager from Just Group
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Canada Life Intl says no new money into property rich funds
After a contentious capital gains tax charge was introduced by the UK taxman in April 2019
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Advice clients still in dark about estate planning
Dealing with IHT the ‘next massive growth area’ for financial advisers, says IFA firm boss
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Now is the time to tackle pension issues
Advisers and clients have had to deal with ‘too much chopping and changing’
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Industry still facing ‘tsunami’ of pension freedom challenges
Record year as flexible payments hit £9.4bn in 2019
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Over 14,000 UK retirees suspended their state pension
Few are aware of the flexibility allowing people to hit pause and even earn interest
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FCA wary of equity release harm to retirees
As data finds homeowners accessed £13bn via later life products since April 2015