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Author profile

Helen Morrissey

Helen Morrissey

Editor, Professional Pensions

Helen is editor of Professional Pensions and has twelve years' experience of writing about pensions and retirement from both a retail and institutional standpoint.

She initially joined Professional Pensions in December 2003 as a features writer and was made editor in October 2014.

In addition to her work on Professional Pensions Helen also edited Retirement Planner, a magazine aimed at independent financial advisers for eight years.

While she has written on a range of retirement related topics over the years she specialises in at and post-retirement issues. She has appeared on the BBC's Your Money programme on several occasions and appears regularly on Share Radio.

Helen holds the Pensions Management Institute's Retirement Provision Certificate (RPC).

In her spare time Helen is a keen runner with a number of half and full marathons under her belt. She is currently training for her first - and she believes her last - ultramarathon.

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Articles by Helen Morrissey

Income

PA Debate: Who triumphed in the drawdown vs UFPLS debate?

The victor in the latest PA Debate examining whether clients would choose income drawdown over uncrystallised funds pension lump sum (UFPLS) next April has been decided.

clock 19 December 2014 •

Income

A time for gloom and boom for annuities

Think demand for annuities has dried up? Truth is demand in 2014 has smashed all standing records...

clock 18 December 2014 •

Income

What do retirees want from their retirement income?

As the industry gears up for the introduction of retirement freedoms in April what will people choose? Stephen Lowe goes through recent research into what retirees are looking for.

clock 16 December 2014 •

Income

PA Online debate results on knife edge at end of day one

The first day of the PA Online debate has been a close run affair with users split on whether their clients will choose income drawdown or uncrystallised funds pension lump sum (UFPLS).

clock 16 December 2014 •

Income

FCA Annuity Thematic Review identifies failings in customer communications

Annuity providers need to make significant improvements to the quality of their written and telephone communications if customer outcomes are to be improved, according to the Financial Conduct Authority's (FCA) Thematic Review.

clock 11 December 2014 •

Pensions

What do post Freedom Day retirement savings illustrations need to look like?

Natanje Holt takes a look at how statutory money purchase illustrations will work once Budget freedoms come into play.

clock 10 December 2014 •

Income

PA Debate starts Monday: Will your clients choose UFPLS or income drawdown?

Will your clients choose uncrystallised funds pension lump sum (UFPLS) or income drawdown from April 2015?

clock 10 December 2014 •

Income

2015 will bring challenge and opportunity

This year has been a massive game changer in retirement planning. George Osborne's Budget unlocked a whole raft of flexibility that will affect how people view their retirement savings.

clock 09 December 2014 •

Pensions

Do we need a lifeboat fund for non-standard SIPP assets?

SIPP providers are struggling to find buyers due to large proportions of non-standard assets in their portfolio. Helen Morrissey asks what can be done about this issue.

clock 09 December 2014 •

Income

RP Poll: Do we need more change to annuity death tax?

In this week's RP quick-fire poll we ask: Are annuity death tax changes a job half done?

clock 05 December 2014 •
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