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A-Day

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Planning ahead in an uncertain world

Steve Latto warns advisers of the need to keep clients informed of the changes to income drawdown rules that could significantly affect the level of income they can receive

clock 30 September 2010 •

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Forging closer relationships

The at-retirement marketplace provides advisers with a great opportunity to work closely with their customers to determine their needs.

clock 30 September 2010 •

Investment

Transforming the landscape

The preservation of pre-A-Day tax free cash allowances

clock 30 September 2010 •

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Morrison examines scrapping the age-75 rule

The recent consultation on ending compulsory annuitisation promises to usher in increased flexibility. However, Mike Morrison warns of potential issues.

clock 26 August 2010 •

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Don't be bitten by the regulator - or a litigator

Bob Bullivant, CEO of Annuity Direct, warns advisers to proceed with caution when placing annuities.

clock 12 August 2010 •

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Building SIPP service standards

Great service will differentiate first class SIPP providers from the rest, writes John Jennings, operations director, Hornbuckle Mitchell.

clock 22 July 2010 •

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Avoiding A-Day trip ups

Mary Stewart warns of turbulent times ahead for SSAS if A-Day rule changes are not implemented

clock 25 June 2010 •

Investment

When in Rome, or Paris, or Dubai or...

In the run up to April 2006, the UK Government remarked that they didn't feel S615 pension schemes would be relevant beyond A-Day owing to the extended membership eligibility of UK occupational pension schemes.

clock 25 March 2010 •

Pensions

Q&A: AJ Bell's Billy Mackay

Retirement Planner caught up with AJ Bell's marketing director Billy Mackay to discuss their recent win at the Professional Adviser Awards

clock 25 February 2010 •

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Better Business: IFAs have been warned on SIPPs

Matt Ward, wealth management consultant at Defaqto, on how IFAs have responded to the FSA's SIPP review.

clock 18 February 2010 •
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