March 2019
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Latest - RETIREMENT PLANNING

  • FCA Retirement Review pinpoints remedies for key consumer issues

    31 January 2019

    Four years on from the pension freedoms, the FCA has published its Retirement Outcomes Review policy statement, introducing a set of remedies designed to protect consumers and help them make better choices before accessing their pension savings and throughout their retirement. The rules, which will be implemented by 1 November, include changes to ‘wake-up’...

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  • Paraplanner views split on idea of single rate pensions tax relief

    29 January 2019

    The Organisation for Economic Co-operation and Development (OECD) recently suggested the UK should move to a single rate of pension tax relief or an ISA pension system.  In a recent Parameters survey we asked paraplanners for their views on the suggested change. An ISA pension system received little support – just 4% of respondents...

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  • Drawdown investors ‘remarkably resilient’ in volatile markets, survey finds

    29 January 2019

    As many as a third of drawdown investors would not make changes to their investments following sharp falls in the stock market, a new study from Canada Life has shown. Of those investors who said they would be concerned about stock market moves (67%), markets would need to fall by as much as 7.5%...

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  • Centralised Retirement Propositions need to become mainstream

    24 January 2019

    Centralised Retirement Propositions (CRPs) need to be prioritised and brought into the mainstream, Seven Investment Management has said. The group said a combination of pension freedoms, low annuity rates and shifting demographics have created “a growing need for solutions in retirement” for many clients. Despite this, 7IM’s head of intermediary Verona Kenny says CRPs...

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  • Curtis Banks launches new SIPP backed by online portal

    24 January 2019

    SIPP provider Curtis Banks has launched a new self invested personal pension to replace its current range of products. The ‘Your Future SIPP’ brings together elements of Curtis Bank and Suffolk Life SIPPs into a “more efficient and streamlined” proposition, with increased functionality for advisers and their clients. A new online portal will also...

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  • AKG launches Retirement Planning Guide

    3 January 2019

    AKG has launched its 2018 Planning Guide – Retirement planning strategies in the post-pension freedoms era – which it has produced in partnership with Quilter Investors. The guide is independent and designed to be practical and educational, with the aim of encourage advisers, planners and paraplanners “to look again, or look deeper, at core...

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  • What success auto enrolment? Aegon’s Kate Smith on the DWP’s assessment

    1 January 2019

    Kate Smith, head of Pensions at Aegon, examines the DWP’s report on the success of auto-enrolment with employees and employers The Automatic Enrolment evaluation report published by the Department for Work and Pensions shows that overall auto-enrolment has been a success with millions more now enrolled into a workplace pension. Looking at the numbers,...

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  • TDQ: Test Your Knowledge – Answers

    20 December 2018

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

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