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Income

IFA firms risk future complaints over high-risk decumulation funds

Income

IFA firms risk future complaints over high-risk decumulation funds

High-risk multi-asset funds regularly used for decumulation clients

clock 10 June 2024 • 2 min read
Should IFAs change how they provide retirement income advice?

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Should IFAs change how they provide retirement income advice?

Taking action now will prepare you for the expected FCA follow up

clock 04 June 2024 • 4 min read
Retirement income: Why the '4% rule' does not work for the UK

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Retirement income: Why the '4% rule' does not work for the UK

Does the 4% rule have a place in UK retirement planning?

clock 10 May 2024 • 3 min read
Stress-testing at the core of suitable retirement income planning

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Stress-testing at the core of suitable retirement income planning

'How not to stress-test a withdrawal plan needs to be understood'

clock 09 May 2024 • 5 min read
Advisers have bigger role to play in annuity journey of clients

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Advisers have bigger role to play in annuity journey of clients

Just 29% of annuity sales are advised, according to ABI data

clock 03 May 2024 • 4 min read
What next for the income drawdown 'class of 2015'?

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What next for the income drawdown 'class of 2015'?

‘Advisers know that retirement planning does not stop at retirement’

clock 28 March 2024 • 5 min read
Retirement income advice: FCA finds 'mixed picture' among case files

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Retirement income advice: FCA finds 'mixed picture' among case files

Regulator published outcome of thematic review into retirement income advice

clock 20 March 2024 • 5 min read
FCA tells IFAs to review retirement income advice processes

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FCA tells IFAs to review retirement income advice processes

Comes after regulator’s thematic review of retirement income advice

clock 20 March 2024 • 2 min read
Addressing the 'regulatory timebomb' of income security

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Addressing the 'regulatory timebomb' of income security

'Advisers remain concerned about the levels of withdrawals'

clock 19 February 2024 • 4 min read
L&G annuity sales hit all-time high of £1.4bn in 2023

Income

L&G annuity sales hit all-time high of £1.4bn in 2023

‘Turning point' for guaranteed retirement income

clock 15 January 2024 • 3 min read
123
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'A marathon not a sprint': Frankie Smith on her first year running an advice business

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