How to bring retirement income needs to life

28 June 2022

The Retirement Living Standards are a fantastic introduction to income needs in retirement, especially for non-advised clients, but can these be used for advised clients and what can paraplanners do to help? Royal London’s Senior Intermediary Development and Technical Manager, Craig Muir, looks at the figures. In October 2021, the Pensions and Lifetime Savings...

Setting goals that work for you

20 May 2022

Setting goals that work for you – Development Zone in Association with Fidelity Adviser Solutions Description This webinar is about setting goals that inspire you. During this session Tony Fields, The Katalyst Coach, will consider why so few people take the time to write down their goals. And why, so often, individuals set the...

New approach to retirement planning needed

31 March 2022

A third of people hitting retirement age this year do not plan on giving up work completely, a new report from abrdn has found, reflecting the need for a more holistic approach to retirement than in the past. The ‘Class of 2022’ report said a new ‘flexi-retirement’ trend is emerging with more retirees deciding to work...

Platform switching – outcomes and required suitability reports

28 February 2022

Alistair MacDougall, ATEB Consulting, considers the need for platform switching, client outcomes and the extent of the suitability report required when a switch is recommended. Platforms play a big part in the investment process of most UK firms. According to Defaqto, 94% of advisers place 50% or more of their new business on a platform, while...

Rich opportunities in the UK market

1 April 2022

Self-development tips for in-person events

21 March 2022

BTS Director, Luiza Todd reflects on the value to be gained from getting back to in-person events and offers some tips for making the most of future opportunities to get back out there. 

What’s the ideal retirement income?

2 March 2022

The ideal retirement income is £22,500 according to those approaching retirement and planning to buy an annuity, research from Canada Life has revealed. According to the PLSA retirement living standards, this ideal retirement income equates to a ‘moderate’ living standard. Canada Life said that those with pension values under £200,000 would ideally like an...