00:01 | 25 Jul 2008
| By
Mark Battersby
Our latest research examines retirement planning, with useful information and case studies looking at the complex areas of increasing longevity and product innovation.
00:01 | 25 Jul 2008
| By
Brian Lawless
Pension funding via a business owner’s firm making substantial contributions to the fund can prove a very tax efficient exercise. However, how much money is paid in, over what time and exactly how it is regarded by HMRC all need careful attention.
00:01 | 25 Jul 2008
| By
Mark Battersby
Our poll shows that clients' money is split between a wide variety of pension schemes and there are a variety of factors at play in selecting the investment.
00:01 | 25 Jul 2008
| By
Mark Battersby
Respondents to our poll came up with a variety of ways to keep on top of retirement issues, the key being continual learning.
00:01 | 25 Jul 2008
| By
Mark Battersby
Our respondents came up with plenty of ideas for the government, with IHT being a regular target.
00:01 | 25 Jul 2008
| By
Mark Battersby
Our advisers were split over the suitability of current retirement products for today's longer-living population.
00:01 | 25 Jul 2008
| By
Mark Battersby
A huge majority of our respondents replied that most of their clients are looking at the open market for an annuity, while most also replied that their clients choose annuities over ASPs
00:01 | 25 Jul 2008
| By
Mark Battersby
Most advisers favour a balanced portfolio of investments, with money in cash, gilts and oeics.
00:01 | 25 Jul 2008
| By
Mark Battersby
A range of annuities are on offer these days, and our research shows clients are considering the merits of each of them.
00:01 | 25 Jul 2008
| By
Mark Battersby
Advisers are split over the use of cash flow modelling: some feel it is essential, others that it relies on too many assumptions.
00:01 | 25 Jul 2008
| By
Mark Battersby
Our respondents report a range of challenges, from dealing with legacy providers to calculating tax-free cash entitlements.
00:01 | 25 Jul 2008
| By
Mark Battersby
Many advisers are concerned that clients think they can retire on the proceeds from selling their house.
00:01 | 25 Jul 2008
| By
Brian Lawless
For someone who is comfortable enough not to have to draw on his pension fund there still remain some uncomfortable choices when it comes to tax.
00:01 | 25 Jul 2008
| By
Brian Lawless
A financial adviser is invaluable in explaining the most suitable range of options available to a couple and their retirement pot.
00:01 | 07 Apr 2008
| By
Mark Battersby
When any product gathers such huge momentum it is important to clarify all of its plus points and to carefully evaluate who it is really suitable for
00:01 | 07 Apr 2008
| By
Mark Battersby
Sipps do not suit all clients, but they are particularly suitable for those who want to play an active role in pensions investment
00:01 | 07 Apr 2008
| By
Mark Battersby
Our poll revealed a wide variety of vehicles being used to invest client money, from OEICs to property shares
00:01 | 07 Apr 2008
| By
Mark Battersby
Our adviser poll suggests these changes will play into the hands of Sipps, especially for those clients who already hold these funds
00:01 | 07 Apr 2008
| By
Carole Nicholls
A Sipp was the ideal vehicle for this unsecured income plan because the client was able to look at his portfolio as a whole and have it all run by his stockbroker using a range of investments.
00:01 | 07 Apr 2008
| By
Carole Nicholls
A Sipp was the ideal method of allowing this client to liquidate the value of his commercial property and yet still retain use of it for the operation of his business
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