Retirement
Best Practice | 11 Oct 17
Benchmark sets ‘comfortable’ UK retirement goal
A series of national income targets could be used to help pension savers understand whether they are on track for a comfortable retirement, the Pension and Lifetime Savings Association (PLSA) has proposed.
Two Sipp providers partner with platform for worldwide push
Guernsey-based platform Momentum Wealth International has partnered with two well-established expat-focused pension providers, Edinburgh-based Forthplus and the unrelated, multi-jurisdictional Momentum Pensions to give a worldwide push for customised versions of their self-invested personal pension schemes.
Half of DB pension transfers unsuitable blasts FCA
The UK financial watchdog has strongly criticised defined benefit (DB) pension transfer advice saying that most of the recommendations made are unsuitable.
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.
Best Practice | 21 Sep 17
Rigorous rules see OMW and CII partner on pension transfers
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).