Retirement
Retirement | 24 Feb 16
B&CE and LV= launching £49 robo-adviser
The People’s Pension provider B&CE has joined forces with retirement specialist LV= to launch a £49 robo-advice service, aimed at those approaching retirement.
Retirement | 24 Feb 16
UK pension rule changes set to spur VCT activity
The forthcoming changes to pension tax relief have led to an uptick in venture capital trust (VCT) business for three-quarters of VCT managers.
Retirement | 18 Feb 16
Key traits the experts look for in a wealth manager
Whatever anyone says, past performance is still used as a guide when allocating clients’ money – but it is thankfully not the only guide.
Retirement | 15 Feb 16
Putting your pension first
Pensions are a tax efficient and flexible way to save towards retirement but time is running out in the UK to use this year’s allowance, says Sarah Lord, managing director of Killik Chartered Financial Planners.
Retirement | 13 Feb 16
In the firing line
David Denton, head of international technical sales, Old Mutual Wealth
As pension transfer advice comes under increased scrutiny from the regulator, David Denton, head of international technical sales at Old Mutual Wealth, looks at the FCA’s research and the impact on advisers providing retirement advice to clients with UK schemes.