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DB pensions

DB to DC shift driving UK adviser business, portfolio size

Retirement | 11 Jul 16

DB to DC shift driving UK adviser business, portfolio size

Advisers expect the shift from defined benefit (DB) to defined contribution (DC) pensions to drive both the number of new business enquiries and the size of portfolios a new survey shows.

Pensions freedoms positivity a boon for financial advice

Retirement | 6 Apr 16

Pensions freedoms positivity a boon for financial advice

Changes to UK pension rules, implemented a year ago, have boosted the retirement confidence of over a third (34%) of those retiring in 2016. As a result, nearly a third (31%) are more likely to seek financial advice, indicating a future win for retirement planners.

Call for pension transfer warning to stem ‘growing problem’

Retirement | 24 Nov 15

Call for pension transfer warning to stem ‘growing problem’

Insistent clients seeking pension freedoms under the UK’s new rules are creating a conflict of interest for financial advisers in relation to transfers of defined benefit pension schemes, according to the UK’s Personal Finance Society.

Expert guide to UK pension transfers overseas

Tax & Technical | 19 Nov 15

Expert guide to UK pension transfers overseas

Darion Pohl, chief executive of Prism Xpat provides an expert view on the factors an adviser needs to take into account when considering a defined-benefit pension transfer to a recognised overseas pension scheme for a UK retiree planning to retire overseas.

Green light for largest defined benefit insurance buyout in UK

Retirement | 9 Nov 15

Green light for largest defined benefit insurance buyout in UK

The retirement for 26,000 members of the Philips UK Pension Fund has been secured as the country’s largest full scheme insurance buyout has concluded.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.