September 2017


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  • more 2 life launches ‘The Bigger Picture’ campaign 

    8 June 2017

    Equity release provider more 2 life has launched an initiative to encourage advisers to consider all circumstances when advising on equity release, including inheritance protection. Equity release lender, more 2 life, has launched a campaign urging advisers to see ‘The Bigger Picture’ when communicating with their clients. The initiative follows on from the company’s...

  • How might the General Election affect our pensions, tax and investments?

    5 June 2017

    Rachel Vahey, product technical manager, Nucleus looks at the manifestos of the main political parties and what they are saying around pensions, tax, savings and investments.  In the crucial run in to the General Election, most of the major parties have now published their manifestos, giving us vital information on how the savings and investment...

  • Growing number of retirees are supporting family financially

    4 June 2017

    More than one in three people planning to retire this year (34%) are financially supporting family members, contributing an average of nearly £260 a month and adding to the squeeze on their retirement incomes, according to new research from Prudential. Financial dependants of this year’s retirees are most likely to be their children and their...

  • LISA confusion for saving employees

    16 May 2017

    Two in five (39%) employers believe the Lifetime Isa (LISA) will cause confusion for employees looking to save, according to the latest Close Brothers Business Barometer, a quarterly report surveying 900 employers in the UK. Yet despite the anticipated effects, just 20% of the 900 UK employers surveyed said they plan to react by...

  • Annual study reveals financial impact of divorce on income retirement in 2017

    15 May 2017

    Divorcees planning to retire this year expect annual retirement incomes of up to 16% or £3,000, lower than those who have never divorced, and they are also more likely to be in debt, according to new research from Prudential. The insurer has conducted an annual study for the past ten years, tracking the finances,...

  • FCA decision on standalone equity release qualification goes against grain of market

    11 May 2017

    The FCA’s decision not to create a standalone equity release qualification for advisers has been seen as moving against current attitudes towards funding retirement. In Policy Statement PS17/11 Review of the FCA’s appropriate qualification exam standards the Regulator said that consideration of the standalone qualification was a result of concerns raised that adviser firms were...

  • This UK demographic faces difficult financial future

    8 May 2017

    Kate Smith, head of pensions at Aegon comments on the Resolution Foundation report on living standards in the UK, which examines the pay squeeze which has seen income growth slow substantially in 2016-17, with typical income just 1.2 per cent higher than the year before. Rising inflation and slowing employment growth is already leading...

  • Technical: Turning an EPP into a SSAS

    4 May 2017

    In this case study, Nigel Bennett of InvestAcc, explains how an old executive pension plan (EPP) can become a modern small self-administered scheme (SSAS), helping widen investment options whilst preserving A-day entitlements. Jeff is a successful business owner; he established an EPP in 1994, primarily because at the time the rules allowed him to...