Money matters as much as love in later life marriages

Money matters as much as love in later life marriages...

Money is as much a factor as love in later life marriages according to research by Investec Wealth & Investment.

Published : 22, Sep 2017
Rigorous rules see OMW and CII partner on pension transfers

Rigorous rules see OMW and CII partner on pension...

Tougher rules and a 100% increase in pension transfer enquiries has prompted Old Mutual Wealth (OMW) to launch a DB to DC pension transfer training programme in partnership with the Chartered Insurance Institute (CII).

Published : 21, Sep 2017
Fresh pension freedoms inquiry targets scammers

Fresh pension freedoms inquiry targets scammers...

The influential UK Work and Pensions Committee launched an inquiry on Wednesday focused on the risk of savers being scammed after the introduction of pension freedoms.

Published : 20, Sep 2017
Private bank courts advisers with Sipp launch

Private bank courts advisers with Sipp launch

Edinburgh-headquartered private bank Hampden & Co has started lending to self-invested personal pension schemes (Sipps) as part of its offering to advisers.

Published : 20, Sep 2017
Vanguard and Sharia added to Momentum range

Vanguard and Sharia added to Momentum range

Advisers and client will be able to choose passive, ethical and Sharia investments and include Vanguard funds in their Sipp after Momentum Pensions expanded its offering.

Published : 19, Sep 2017
Insurers in passporting rights plea to chancellor

Insurers in passporting rights plea to chancellor...Lock icon

Potential problems making pension and insurance payments post Brexit has prompted one member of parliament fight for clarity and the life industry pledge to engage with HM Treasury and EU partners to resolve passporting issues ahead of March 2019.

Published : 18, Sep 2017
Mysterious allowances making pensions murky: SJP

Mysterious allowances making pensions murky: SJP...

Pension rules are still a murky area in the eyes of savers and tax allowances continue to be a mystery for many people, warns Ian Price, divisional director for pensions at St James’s Place.

Published : 15, Sep 2017
Delay drawing pension until next year says expert

Delay drawing pension until next year says expert...

Financial advisers should tell clients thinking of taking money out of their pension fund over the next few months to wait until next year to make full use of the increase in the Lifetime Allowance (LTA), industry experts are saying.

Published : 11, Sep 2017
Brexit to hit three times more British than EU pensioners

Brexit to hit three times more British than EU...

There are three times as many Brits over the age of 65 living in other European Union countries than vice versa but they are showing little inclination to rush home ahead of Brexit, figures from the UK’s Office for National Statistics (ONS) suggest.

Published : 11, Sep 2017
No cold calling ban but Finance Bill rolls out key reforms

No cold calling ban but Finance Bill rolls out...Lock icon

The latest UK Finance Bill has not included a ban on pensions cold calling but has reduced the non-domicile threshold and implemented cuts to the money purchase annual and tax-free dividend allowances.

Published : 8, Sep 2017
Anti-scam warnings on fake pension websites tricking investors

Anti-scam warnings on fake pension websites tricking...

Rogue pension websites are carrying anti-scam messages to try to trick UK consumers into believing that they are legitimate businesses, The Pensions Regulator (TPR) has warned.

Published : 5, Sep 2017
Multi-asset class takes the crown in drawdown market boom

Multi-asset class takes the crown in drawdown...

While the number of retirees opting for drawdown has more than trebled since the introduction of the pension freedoms, retiring investors are choosing funds with long-term investment targets to meet near-term income needs, research from Dutch insurer and pension provider Aegon shows.

Published : 30, Aug 2017
Asia's wealthy reveal doubts about financial advisers

Asia's wealthy reveal doubts about financial advisers...

High net worth individuals in Hong Kong and Singapore are much more aware of the human-related risks associated with wealth advisers compared to their global counterparts, according to a survey conducted by Factset and Scorpio Partnership.

Published : 25, Aug 2017
Qrops transfer rights secured but specialist advice essential

Qrops transfer rights secured but specialist advice...Lock icon

The UK government’s decision to make pension transfers into recognised overseas schemes a statutory right has been welcomed by the industry, but experts caution that advisers will need real expertise to ensure clients don’t fall victim to scams.

Government revives pensions cold calling crackdown

Government revives pensions cold calling crackdown...

IFAs have not unanimously welcomed the UK Government's revived and extended plans for a ban on pension cold calling, announced Monday as part of a raft of measures to tackle pension scams.

Published : 21, Aug 2017
UK retirement income down 46% since the financial crash

UK retirement income down 46% since the financial...

People retiring now must cope with pension income that is 46% lower than they could have expected had they retired immediately before the global financial crisis, analysis from Fidelity International has found.

Published : 21, Aug 2017
Sharp rise in UK advice firms providing pension transfers

Sharp rise in UK advice firms providing pension...Lock icon

There has been a 17% increase in the number of UK financial advice firms with regulatory permission to conduct defined benefit (DB) pension transfers over the past financial year, as demand from clients continues to rise.

Published : 9, Aug 2017
Trust in pension advice being destroyed warns advice firm boss

Trust in pension advice being destroyed warns...Lock icon

The public’s trust in pension advice is being destroyed by “so-called industry experts”, the boss of retirement advice firm UK Workplace Solutions has warned.

Published : 8, Aug 2017
Questions advisers must ask before clients move to Portugal

Questions advisers must ask before clients move...Lock icon

UK advisers with clients looking to move to Portugal and make the most of tax-efficient opportunities but avoid costly mistakes need to consider seven key questions, according to international wealth and tax management firm Blevins Franks.

Defunct Ethical Forestry investors urged to claim compensation

Defunct Ethical Forestry investors urged to claim...Lock icon

Investors in collapsed Costa Rican tree investment group Ethical Forestry have been urged to make claims for compensation on the grounds that their original investment could have been mis-sold.

Published : 2, Aug 2017

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