Advisers must explain how ‘mortality drag’ means funds in drawdown must produce increasingly higher returns to match an annuity, a report claims. The paper, written by Retirement Intelligence director Billy Burrows for Partnership, warns that the “invisible force” of mortality drag means drawdown becomes less attractive relative to an annuity as a customer ages. Mortality […]
Spring-cleaning may not necessarily be the first job on the to-do list in the new financial year. However, this tradition of “shaking the house” has also been likened to getting one’s affairs in order. As we continue to see a strong demand for financial advisers and a deficit of candidates in the marketplace, a good […]
Cost of battle with shareholder revealed at AGM.
Labour has claimed it will reduce tax avoidance and evasion by £7.5bn a year by the middle of the next parliament. The party has also pledged to reduce pensions tax relief for higher earners, alongside similar plans by the Conservatives. Shadow Chancellor Ed Balls laid out the target this weekend as part of a ten-point […]
The UK Pensions Awards shine the light on excellence and recognise the advisers, providers and investment managers that offer the highest level of innovation, performance and service to occupational pension schemes and their members. This year’s awards looked at advisers and providers across 31 different categories and were rigorously judged by a panel of senior […]
- Top trends
- Top trends
- Advisers question SimplyBiz membership amid rising costs and declining offerings
- How much are advisers charging for pension transfers?
- FCA and CII announce new exam to ‘reassess’ Level 4 qualifications
- Nick Bamford: Re-platforming problems exposing the dinosaurs
- IFS director: Inheritance increasingly determines wealth in UK
News and expert analysis straight to your inboxSign up