October 2018
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Latest - RETIREMENT PLANNING

  • More realistic approach crucial for retirees

    17 September 2018

    New research from VitalityInvest has found that many Brits are looking forward to their retirement years, with nearly half (47%) planning to go travelling.  Spending time with family and friends (35%) and taking time to finally relax and chill out (34%) also ranked highly among respondents. Despite this, as many as 44% of UK...

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  • 4 ways to fall back in love with LISA

    10 September 2018

    With pension tax relief up for review in Philip Hammond’s Autumn Statement, Charlene Young, technical resources consultant at AJ Bell, looks at how the much-maligned Lifetime ISA (LISA) could be used to top up retirement savings or meet investment objectives for younger clients and their family members. There are four main scenarios where it...

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  • Engagement and education key to good retirement outcomes

    10 September 2018

    Wealth management group Quilter has called for the government to focus on engagement and education in addition to transparency in its latest inquiry into pension costs and transparency. In response to the Treasury Committee’s inquiry, Quilter said the best way for people to achieve value for money is through face-to-face financial advice, with its own...

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  • Millennials want ‘confusing’ pensions explained in the workplace

    9 September 2018

    Millennials would like to see their employer offer more support around pensions, with nearly a quarter admitting to finding pension rules confusing, according to new research from Prudential.  Prudential’s study found nearly seven out of 10 (69%) of under-35s are saving into a pension either through work or in a personal scheme, but over...

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  • What makes clients feel financially secure?

    5 September 2018

    Pensions advice specialist Portafina has found that having savings is the leading factor behind making clients feel financially secure.  In a survey exploring the financial achievements and life goals that help people’s financial confidence, an overwhelming 72% cited savings. The average amount of savings that those polled said they would need to feel stable...

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  • Pension Dashboard will go ahead

    5 September 2018

    In a Commons statement Work and Pensions Secretary Esther McVeyhas said the government will be backing the industry to deliver a Pensions Dashboard.  The statement said the industry-led dashboard would be “facilitated” by government, harnessing “the best of industry innovation” and that Government would ensure “that the interests of pension holders are safeguarded and...

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  • ‘Simply Saving’ plan to slash pension tax relief would save Govt £10bn

    4 September 2018

    Pension tax relief reforms put forward by a leading think tank could increase distrust and complicate the pensions system, industry commentators have warned.  The Centre for Policy Studies has proposed abolishing tax relief on pensions and replacing it with bonuses on individual and employer retirement savings contributions and a Workplace ISA. In its “Five...

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  • Employers baulk at paying for workers’ financial advice

    3 September 2018

    Nearly three quarters of employers are not willing to pay for financial advice for their employees, despite recognising the benefits of doing so. According to research by Chase de Vere and research group Lightbulb, just 27% of employers plan to include a cost for financial advice for employees in their 2018/19 budget. This was...

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