Retirement
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When I’m 55: The peak age for prioritising advice on retirement planning
The dilemma of how to achieve a comfortable retirement tops the nation’s wish list for financial advice over the next six months…
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Charles Stanley: Top concerns for financial advice firms as retirement income market set for stratospheric growth
The spotlight on retirement advice and income is intensifying for wealth and advisory firms. The FCA is scrutinising firms to ensure they…
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Over-55s unclear on how much they need for retirement
Over-55s are struggling in the run-up to retirement with just two out of five (38%) clear on how much money they will…
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More than 1/3 of stoic UK pensioners feel uncomfortable or embarrassed asking for help
A significant number of UK pensioners aren’t seeking assistance and checking if they are entitled to financial benefits such as Pension Credit,…
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Why retirement income advice is due a rethink | Practical thinking from Copia Capital’s Tony Hicks
In this analysis for IFA Magazine, Tony Hicks, Head of Sales, Copia Capital, tells us why he believes that innovation is key…
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Yo-yos for the long haul: JB Beckett gets down to detail as he asks whether or not the changing rhetoric around ‘value for money’ means money for nothing for advisers and pensions?
Is it value for money or money for nothing? In a bid to tap into the investment potential of U.K. pensions, the…
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Invesco: Retirement advice gap and outdated products are leaving DC savers short
A large proportion of defined contribution (DC) savers are at risk of an advice gap both at and in retirement, according to…
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M&G completes the market’s first Bulk Purchase Annuity transaction that shares value with a Corporate Sponsor
M&G plc has launched its Value Share Bulk Purchase Annuity (“BPA”) proposition by completing a c.£500m transaction with a private Corporate Sponsor…
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Inheritance planning, retirement provisions and investments top the financial worry list for the UK’s mass affluent
Recent research from Monument, the challenger bank for the mass affluent reveals people’s worries and financial strengths as they navigate a period…
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Chancellor’s Mansion House pension reforms will be challenging among private sector schemes
In her Mansion House speech this evening, Chancellor Rachel Reeves is expected to further flesh out her ideas for steering pension funds, as…
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