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Retirement

Investment Trusts

IFA firm faces £500k claim after judge allows disclosure of company files

The owners of a former advisory business are a step closer to facing a £500,000 claim for bad advice after a judge ordered them to disclose documents that could wreck their defence the claim is too old.

clock 01 July 2014 • 3 min read

Tax Planning

The New ISA: What should clients do with their extra allowance?

What should clients do with their extra allowance?

clock 30 June 2014 • 5 min read

Pensions

Five retirement stories you might have missed

In this week's Retirement Planner news round-up we highlight five key stories you might have missed over the past seven days.

clock 25 June 2014 •

Industry voice

Industry Voice: Mythbusters! The top ten equity release myths

Equity release has come of age. Advisers and providers alike are nothing if not familiar with the stringent regulation surrounding the modern generation of equity release products and the increasingly flexible range of options they offer.

clock 20 June 2014 • 4 min read

Equity release

Govt should set up 'equity release scheme' for poorer retirees

A think tank has called on the government to buy parts of people's homes and deliver a guaranteed lifetime income in return, in a bid to bolster retirement income for low earners.

clock 12 June 2014 •

Regulation

APFA calls on MAS and TPAS to deliver retirement 'guidance'

The Association of Professional Financial Advisers (APFA) has called on the Money Advice Service (MAS) and The Pensions Advisory Service (TPAS) to deliver the government's at-retirement guidance guarantee.

clock 11 June 2014 •

Industry voice

Industry Voice: A Budget for equity release?

When one door closes, another one opens. An old adage, but a true one.

clock 10 June 2014 • 3 min read

Pensions

Five retirement stories you might have missed

In this week's Retirement Planner news round-up we highlight five key stories you might have missed over the past seven days.

clock 03 June 2014 •

Pensions

In focus: The nitty gritty of Osborne's pension revolution

In focus: The nitty gritty of Osborne's pension revolution

clock 29 May 2014 •

Industry voice

Industry Voice: Equity release - providing more meat for the sandwich generation?

Demand for equity release products is continuing to grow - this is one thing which advisers involved in the market are very much agreed on.

clock 29 May 2014 • 3 min read
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