Neil Adams is a big advocate of harnessing technology to better assist clients. Here he assesses the retirement planning tools on offer to advisers
Pension reviews and allocations continue to be at the top of the financial news agenda. With new pension freedom rules now in place, it has never been more important to enable advisers to model different retirement outcomes to match a client's circumstances in great detail. Chancellor George Osborne used his 2014 Budget to herald pensions freedom and choice which, from April this year, gave people aged 55 and over the opportunity to access their money purchase pension savings as they wish, subject to marginal taxation. So as an adviser, ensuring that people get the best out of thei...
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