Five things clients will call you about this week

Annuities There was a sense of urgency in a piece in the Sunday Times, warning readers that any delay in buying their annuity could leave them out of pocket. While it said record low rates meant many savers were tempted to defer purchasing their plan, the paper showed how the money lost over just a few years far outweighs the potentially higher income. Furthermore, it laid out the fears that rates will continue to slide further, reducing the benefits of deferring a purchase even more. Investment portfolio Every weekend, at least one paper gives readers a shopping list of funds to ...