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Advisers back away from DB transfers

Just one in four advisers are willing to work on transfers out of defined benefit pension schemes, boosting calls for new regulatory guidance. A survey of 248 advisers conducted by NMG Consulting found just 27 per cent would undertake DB transfers, while around half said they they would not. A quarter of respondents were undecided. […]

David Shelton’s business tips: Making communications consistent

Most communications activity comes with a cost and it is important to achieve the best impact. In addition to well targeted content that is relevant to the recipient it is also essential to achieve consistency. You can use these high level questions to help identify if you have any gaps and opportunities for improvement. If […]

Leap of faith: Providers eye advice offerings to protect market share

Pension providers will have to offer customers advice or risk losing out to their rivals, say experts. In an attempt to offer the mass market an advice option, some providers have linked up with advice businesses and firms offering simplified advice, while others have created their own propositions. LV= will become the latest firm to […]

Inheritance tax and estate planning – exemptions and reliefs

By Kim Jarvis, technical manager with Canada Life’s ican Technical Services Team In this article we look at the main exemptions and reliefs that are available on death. Within the article, spouse also means civil partner.   Nil-rate band Under current rules, any part of the estate that falls within the available nil-rate band (NRB), […]

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