Retirement
Overseas Trust & Pension partners with FEIFA
The relationship with FEIFA will be headed up by Rex Cowley, a director at OTAP
Financial planning | 29 Jan 25
P1 Investment Services launches ‘all-in-one’ client-adviser portal
To streamline back-office functions, reduce difficulties of integrating different technology
Investment | 22 Jan 25
Aegon warns one aspect of new pensions IHT rules is ‘riddled with issues’
In the longer term, ‘we urge the Government to carry out a review of IHT’
Investment | 20 Jan 25
Oxford Risk launches retirement income suitability tool
Advisers are ‘struggling with evidencing retirement income suitability’
Regulation | 20 Jan 25
IHT tax on pensions must ‘loosen’ where lump sums are not for estate management
Broadstone consultancy agrees pensions should be used for income rather than wealth transfer