September 2017
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Latest - PENSIONS

  • DB transfer pressure piling on from insistent clients

    2 August 2017

    High transfer values for final salary schemes are piling the pressure on advisers as insistent clients disagree with their recommendations, according to new research from Prudential1. About 81% of advisers interviewed in the research reported an increase in requests for advice about transfers over the past year. And some 44% said that in the...

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  • DB Pension Transfers – The Value of Doing Nothing

    31 July 2017

    I’m not known for quoting the great British philosophers, but Pooh Bear once said, “Don’t underestimate the value of doing nothing.” Without doubt, occupational transfers are risky business and the riskiest occupational transfer of all has to be when a brand-new client tells you they want to transfer their DB scheme. Just what do...

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  • Contingent fees can deliver the best outcomes for customers

    31 July 2017

    Criticism of advisers charging contingent fees is wholly misplaced and non-contingent fees can deliver worse outcomes for consumers, argues Peter Doherty, managing partner and CIO, Tideway Investment Partners LLP. There has been plenty of criticism directed towards advisers who charge contingent fees. I believe that this criticism is wholly misplaced and that in fact...

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  • Too little, too late – is UK pensions saving facing a climate change scenario?

    27 July 2017

    In his regular column for Professional Paraplanner, Mike Morrison, head of Platform Technical, AJ Bell, looks at the latest facts and figures and the current and future implications of our savings rate and returns on investment. A few weeks ago we had a Report from the OECD on pensions in the UK (‘Pension Funds...

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  • SimplyBiz launches DB transfer bureau service with Creative Wealth Management

    26 July 2017

    The SimplyBiz Group has announced the launch of a new DB pension transfer bureau in partnership with Creative Wealth Management. The service, which is available immediately to all members of the Group, supports advisers who feel their clients would be better served by a pension transfer specialist. Matt Timmins, CEO of The SimplyBiz Group,...

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  • Retirement Outcomes Review ramifications will be widely felt

    26 July 2017

    Martin Tilley, director of Technical Services, Dentons Pension Management is urging everyone to participate in the FCA’s Retirement Outcomes Review  Recently the Financial Conduct Authority (FCA) published the interim findings of its Retirement Outcome Review.  This is a study into the retirement income market and how this has changed since the introduction of pension...

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  • New industry body launched to ‘revolutionise’ data movement and automation processes

    26 July 2017

    Criterion, an independent, not-for-profit industry body for Standards and Governance has been launched to take forward and expand upon the existing work undertaken over the past 25 years by Origo in the UK’s long-term savings, investment and protection markets. Caroline Mansley has been named as managing director and said that keeping the consumer front-of-mind...

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  •  ‘Pretirement’ the new reality for many retirees

    20 July 2017

    Prudential says the shift to ‘pretirement’ – where people gradually scale back on work or change jobs altogether rather than stopping work entirely – has become the new retirement reality, according to its latest annual research* into the finances and aspirations of those planning to retire in the year ahead. Notably, this is the...

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