January 2019


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  • Auto-enrolment delivering on its objective but…

    17 October 2018

    Aegon calculates that auto-enrolment is delivering on its objective but do the figures add up to a better future in retirement? Six years on from the introduction of auto-enrolment, employees making the minimum contribution would have accumulated a pension worth over £3,000 according to research carried out by Aegon. The pension specialist said an employee...

  • Cashcalc launches TVC & APTA tool with help of Rory Percival

    16 October 2018

    Provider of cashflow planning software CashCalc has launched a TVC & APTA tool with the help of former FCA technical specialist Rory Percival. The new tool will act as a standalone module and is designed to aid advisers navigate the complexities of defined benefit pension transfers. Ray Adams, director and in-house chartered financial planner...

  • Cashflow modelling – why we think it’s key

    11 October 2018

    The retirement income world has changed, throwing financial planning a few curved balls, says Jamie Evans, business development manager, Seven Investment Management Three years ago, planning for your client’s retirement got a lot more interesting, but also more difficult. Pension freedoms meant that annuities no longer needed to be the only choice for most...

  • Balancing retirement income and wealth legacy options

    9 October 2018

    Peter Hopkins, technical director at AJ Bell, looks at the practical issues with which retirees now have to contend and the options they have when it comes to balancing the taking of income and leaving wealth to their beneficiaries. Since 2015, the temptation for some people to plunder their pension savings has become greater, especially when over 55...

  • Pensions Dashboard will enable Open Pensions, says Origo

    9 October 2018

    The proposed Pensions Dashboard architecture will enable the financial services industry to deliver Open Pensions for the UK consumer, says Origo. The Fintech has published a paper, Pensions Dashboard to Open Pension’, in which it lays out how the proposals for a Pensions Dashboard architecture will introduce “the firm foundations required for the development of an...

  • Brexit survey shows action on cold calling tops govt initiatives for advisers

    4 October 2018

    Nearly two thirds of advisers would like to see the government press ahead with a ban on pensions cold calling, results from a new Brexit survey have shown. With just six months to go until Brexit day, pensions giant Aegon surveyed advisers on the initiatives they would like to see the government prioritise following...

  • HMRC tax take from Lifetime and Annual allowances soaring

    1 October 2018

    The amount of tax raised from those exceeding the Lifetime Allowance has soared to £102m in 2016/17 from just £5m in 2006/07, figures released by HM Revenue & Customs show. Most of the increase has taken place since 2012, when the government started cutting the Lifetime Allowance. The allowance was nearly halved from a peak...

  • The double-edged sword of longevity

    30 September 2018

    People are routinely underestimate how long they might live, creating a very real risk that they could outlive their retirement funds altogether, notes Rathbones’ head of sales support James Goward. If you’re looking for somewhere to enjoy a long retirement, you could do worse than upping sticks to one of the world’s “Blue Zones”....