May 2018
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  • Issue flagged with expression of wishes and death benefits in drawdown

    20 May 2018

    The rules surrounding death benefits in drawdown could leave beneficiaries confused and unable to access drawdown, Curtis Banks Group has warned. Since the introduction of the pension freedoms three years ago, drawdown has grown in popularity. However, should the pension holder die before the age of 75 whilst in drawdown, the current rules allow...

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  • Retirement plans pushed back by State Pension changes

    20 May 2018

    Nearly two million people will retire many years later than planned or with less income than anticipated as a result of changes to the State Pension age, with women’s plans more effected than men, according to new research by Retirement Advantage.  The retirement income provider said that two thirds (66%) of people aged 50...

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  • Norwich – Technical Insight Seminar – join our workshop on financial planning strategies around the Lifetime Allowance

    17 May 2018

    At the Norwich Technical Insight Seminar on 23 May, Fidelity FundsNetwork’s pensions specialist Paul Squirrell will be looking at the implications and rules around the Lifetime Allowance and what financial planning strategies can be put in place to mitigate the Lifetime Allowance or the tax payable. If you’ve not booked for the Norwich session...

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  • What impact a strong dollar on asset allocation decisions?

    17 May 2018

    The US dollar is correlated to multiple asset classes and so, in many ways, sits at the heart of asset allocation decisions, says Henna Hemnani, assistant fund manager for the Miton’s multi-asset fund range. In recent weeks we’ve seen a reversal in some year-long currency trends. Since mid-April the US dollar has been strong,...

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  • 7IM launches own brand SIPP

    17 May 2018

    Seven Investment Management has ventured into the pensions market with the launch of a new SIPP.  The SIPP offers a range of standard investments including: Bonds; cash; cash funds; exchange traded products; government and local authority bonds and other fixed interest stocks; investment notes (structured products); managed pension funds; permanent interest bearing shares; real...

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Latest Development

Deliberate deprivation of assets rules and care home fees

Assessing for deliberate deprivation of assets can be a...

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Latest Events

The CISI Paraplanner Conference 2018 – Rise to the Challenge

The Chartered Institute for Securities & Investment (CISI) is delighted to invite you to the 2018 Paraplanner Conference on...

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