November 2017


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  • Dream retirement number is 57

    10 October 2017

    The nation remains excited for their retirement years, despite uncertainty about the state pension, according to the latest research by Portafina. The study, which polled 2,000 people, found that over half of working Brits are eagerly anticipating their retirement, with 27% planning to use the time to fulfill a lifelong dream. While 26% of...

  • Clients over 50 now more willing to take financial risk new survey finds

    10 October 2017

    The number of over 50s willing to take financial risk has grown despite the uncertain economic and political backdrop, new research from Retirement Advantage has revealed. The Retirement Sentiment Report Expanding Horizons found the proportion of over 50s in the UK willing to take a ‘reasonable amount of financial risk’ increased from 24% in August...

  • Are clients playing with their financial future?

    7 October 2017

    Nearly two million older workers are juggling supporting family with planning for their own financial future, according to Aviva’s latest Real Retirement Report. The report found that nearly two in five workers over the age of 50 with dependents said they will retire later than they expected as a result of their children being...

  • Govt needs to lead charge on cost of later life care

    5 October 2017

    Rachael Griffin, tax and financial planning expert at Old Mutual Wealth, urges the government to create a campaign to ensure people financially prepare for mental or physical illness in later life and cautions that making things easier for older customers may not necessarily be better  Among the over-65 age group 40% have a limiting...

  • Pensions Dashboards must not be shelved

    3 October 2017

    Aegon has called for the UK government to prioritise pension dashboards, amid fears the initiative will be shelved.  As the Work and Pensions Select Committee launch an investigation into pension freedoms, which also examines the role of pension dashboards, Aegon is concerned that the warning signs are beginning to emerge that pension dashboards will...

  • Over 50s set to keep Buy-to-let booming

    21 September 2017

    The buy-to-let property market will be kept buoyant by the over 50s, says Retirement Advantage, as new research reveals that 13 per cent of people aged 50 or over will likely invest in property once they retire. The research found that of those considering buy-to-let properties, half listed the prospect of capital growth as...

  • Utmost Wealth launch capital redemption option

    14 September 2017

    Utmost Wealth Solutions has continued its development with the launch of a capital redemption option on its Dublin-based Delegation and Selection bonds. This enhancement complements the capital redemption option that is already available on the Group’s Isle of Man-based portfolio. The addition to the Dublin offering comes just three months after the launch of...

  • Canada Life Group to acquire Retirement Advantage

    29 August 2017

    Canada Life Group has reached an agreement to acquire Retirement Advantage. The transaction, terms of which were not disclosed, is expected to close in the fourth quarter of 2017. Retirement Advantage has roots dating back to 1852. In 2015, the business rebranded and started trading as Retirement Advantage following the merging of the retirement income and...