Retirement
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
Financial planning | 16 Jan 25
Probate delays surge could be ‘exacerbated’ by pension IHT rule change
Number of probate cases taking over a year to be granted has risen by 134% over the last three years