March 2018


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  • Understanding the new annuity rules

    27 February 2018

    The new rules around annuity purchase should make shopping around easier. Dave Miller, executive general Manager (Commercial), IRESS, explains how the company has made the process as simple as possible for advisory firms via IRESS The Exchange. New rules requiring the best open market rates to be provided alongside provider annuity quotes seem straightforward,...

  • Flaws in proposed annuity quote comparison process

    26 February 2018

    Retirement Advantage has warned that the introduction of annuity quote comparison templates will not help customers because of fundamental flaws in the way the process works. From 1 March 2018, advisers and providers must include the quote templates showing like-for-like rates when producing annuity illustrations for clients. The rules were designed to encourage improved shopping...

  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

  • Growing number of million-heirs will need financial planning

    20 February 2018

    One in 25 people expect to inherit an estate worth over £1 million, according to new research by Canada Life.  The annual Inheritance Tax Monitor survey of people over 45, also found around one in 50 people expects to inherit more than £5 million. Canada Life said the figures “reveal the financial impact of...

  • Case study: Mixed-use property purchase in a SIPP

    18 February 2018

    Keith Gorbutt, technical manager, Dentons Pension Management, walks through a scenario where a SIPP is used to buy the client’s shop premises with a residential flat above.  The ability to buy and hold directly owned commercial property within self-invested personal pensions (SIPPs) has been a popular investment feature for many years.  Many UK high streets...

  • Hands off our pension freedoms, say consumers

    15 February 2018

    Pension savers do not want the government to curb pension freedoms, according to new research by Aegon.  In response to the Work and Pensions Select Committee hinting at recommendations to restrict the pension freedoms, 72% of people said they believe the freedoms help the transition into retirement. Only one in four said they would...

  • Pensions Dashboard can deliver significant benefits ‘if we lay firm foundations’, says new Origo MD

    14 February 2018

    Pensions Dashboard is an exciting prospect for UK financial services and FinTech providers like Origo, that are able to deliver the technology to make Dashboard happen and to help develop it further in the years to come. But the industry first has to lay the firm foundations on which to build the service, says...

  • Pension transfer values down in January as gilt yields rise

    14 February 2018

    Xafinity reports that pension transfer values, as measured by the Xafinity Transfer Value Index fell steadily during January 2018. The index fell from £236,000 at the end of December 2017, to £231,000 at the end of January 2018. The difference between maximum and minimum readings of the Xafinity Transfer Value Index over January 2018...