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  • Could FCA’s pension freedoms review reshape retirement?

    15 July 2018

    Tom Selby, senior analyst, AJ Bell looks at the FCA’s proposals and warns the industry must flag both the practicalities and any potential unintended consequences Former Chancellor George Osborne’s shock pension freedoms announcement in the March 2014 Budget caught everyone on the hop – the Financial Conduct Authority (FCA) included. Along with the pensions...

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  • Flexibility not risk reduction now main priority for retirees

    15 July 2018

    Three years on from the introduction of the pension freedoms, flexibility has become the leading priority for retirees, new research by Aegon has revealed. According to Aegon, 54% of advisers said their clients’ number one priority in retirement is flexibility, with risk reduction coming in second at 33%. The pension provider said the emphasis...

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  • Technical: SIPP property purchase with gearing

    13 July 2018

    Paul Darvill, director, Talbot and Muir looks at the rules and benefits of purchasing a property through a SIPP, the ability to borrow against the pension and the tax situation. Property purchase within a SIPP continues to be a popular choice with investors. Whether to assist individuals with their business expansion plans, or simply as a...

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  • Post pension freedoms: Key recommendations for the industry

    13 July 2018

    Matt Ward, communications director, AKG Financial Analytics draws from the group’s recent paper dealing with the opportunities and challenges of pension freedoms. AKG’s 2018 pension freedoms paper – Grasping the nettle: Working together to achieve better retirement outcomesis a wide-ranging paper which looks at the impact of pension freedoms on key market participants. It...

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  • Paraplanning has come a long, long way

    11 July 2018

    One of paraplanner pioneers, Martin Vaughan of Clear Capital Management LLP, reflects on how paraplanning is now being more widely recognised for its value to the financial planning profession. I had the pleasure of attending the CISI Paraplanner conference held at the Hinckley Island Hotel in Leicestershire recently. I had not been able to...

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  • Pensions income – the longevity and inflation risk minefields

    11 July 2018

    As Anthony Gillham, fund manager of the Old Mutual Generation Portfolios explains, reaching retirement with a decent pension pot is a battle in itself; but managing that pot so that it lasts throughout a client’s retirement requires an entirely different kind of campaign. Ultimately, the only way to fight the longevity and inflation risks...

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  • Increasing client numbers leading to capacity issues

    11 July 2018

    Advisers saw client numbers jump by 21% in the last year, with one in five expecting significant growth to continue throughout 2018.  According to the wrap platform Nucleus’s latest survey of its users, the rise in demand also brings with it capacity issues. Two fifths (40%) of users said they spent less than 20%...

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  • Paraplanner’s input to update of Fidelity funds range

    10 July 2018

    Martin Green, paraplanner manager at Chadney Bulgin, recently provided input to Fidelity on a range of funds the international asset management group wanted to update. Paraplanners can use their knowledge, experience and integrity to not only affect best practice in firms but to help providers create useful products, he tells editor Rob Kingsbury What...

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