Retirement
Financial planning | 23 Jul 24
Retirement of financial advisers is source of real concern for clients, reveals new research
21% of people believe their financial planner will retire within the next two years
Retirement | 9 Jul 24
Two thirds of working retirees at risk of falling into tax trap
Three fifths of over 55s who are or plan to work in retirement say they have no plans to seek retirement advice
One in two UK financial advisers plan to retire during the next five years
51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage
Retirement | 18 Jun 24
Tread ‘very carefully’ with overseas transfers amid UK Election limbo
QROPS transfers to a UK pension scheme are ‘in danger of losing out’
STM agrees transfer out of workplace master trust in deal with Smart Pension
STM currently carries on its UK workplace pensions business through the Options Master Trust