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Featured

Featured

RP case studies: Using flexible expression of wishes to avoid death benefits pitfalls

Jessica List looks at flexible expression of wishes in her latest case study for RP

clock 23 September 2021 • 3 min read

Featured

Chris Jones: I who have nothing

Chris Jones discusses Logan's run, pensions freedom and financial planning in his latest article for Retirement Planner

clock 23 September 2021 • 6 min read

Featured

Chris Read: Working 9-5?

Hybrid working is one inevitable result of changes in working practice during the pandemic but how will you organise your working week? Chris Read shares his thoughts

clock 21 September 2021 • 4 min read

Featured

RP case studies: A tangible (moveable) challenge

Stephen McPhillips looks at HMRC's treatment of tangible moveable property in relation to SIPP property purchases in his latest RP case study

clock 21 September 2021 • 4 min read

Featured

Bob Champion: The cost of care

Bob Champion explores the sensitive and thorny issue of social care and who should foot the bill

clock 21 September 2021 • 4 min read

Estate planning

Chris Read: Building long-term care provision into centralised retirement propositions

Chris Read shares his thinking around the four stages of retirement income planning in his latest article for Retirement Planner

clock 14 September 2021 • 11 min read

Featured

SIPP commercial property queries shoot up during pandemic

Self-invested personal pensions (SIPP) commercial property queries at provider Curtis Banks increased 56% in the first half of 2021 compared to the same period last year.

clock 02 September 2021 • 2 min read

Featured

Chris Read: We are all revolutionaries now

AI is set to play a massive role in the fourth industrial revolution which is already underway, writes Chris Read

clock 25 August 2021 • 4 min read

Featured

Charlene Young: Pension age rise could threaten govt's own engagement drive

Charlene Young looks at the latest raft of retirement policies from the government, which she says, could detract from its pension engagement agenda

clock 24 August 2021 • 4 min read

Equity release

Bob Champion: Ready for retirement?

It looks like that many over 55s may be facing a difficult few years, writes Bob Champion. They are going to need the help of quality holistic advisers, therefore, more than ever

clock 24 August 2021 • 4 min read
123
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Tough but manageable: The advice PII market in 2025

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FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
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Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
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