If a client came to you in this situation how would you deal with them? David Trenner sets the case study and provides a model answer.
The flexibility unveiled in the last Budget has piqued everyone's interest. But there are important caveats, according to Alan Higham
In this week's quick fire poll we ask whether you agree with the suggestion that a pensions passport is a "win-win."
BlackRock is working to "repurpose" its range of target date funds and introduce an income drawdown product in response to the liberalisation of defined contribution (DC) regulation.
Retirees could find it difficult to access regulated financial advice when considering defined benefit (DB) to defined contribution (DC) transfers, according to Punter Southall.
Helen Morrissey looks at the implications of the Treasury announcement on transfers
Mark Hoban has backed the Money Advice Service (MAS) to play a central role in providing the guidance guarantee.
At the end of the first PA debate, Yellowtail Financial Planning's managing director Dennis Hall emerged as the clear winner as 75% of you agree that retirees could not be trusted to make their own retirement planning decisions.
As we enter the final day of The PA Debate 75% of you agree with Yellowtail's Dennis Hall that we cannot expect retirees to make informed financial decisions.
The PA Debate into whether retirees can be expected to make informed retirement decisions has entered the fourth day with closing arguments now available online...