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Retirement income

Estate planning

Enter now: Gold Standard Awards 2021 open for DFMs and financial advisers

Enter now: Gold Standard Awards 2021 open for DFMs and financial advisers

clock 03 June 2021 • 2 min read

Estate planning

Nominations open for Women in Financial Advice Awards 2021

RP and PA are pleased to announce that nominations for the 2021 Women in Financial Advice Awards are now open.

clock 19 April 2021 • 2 min read

Featured

Martin Jones: Will pension tinkering push young savers into Lifetime ISAs?

Martin Jones looks at whether Lifetime ISAs might rise up the priority list for the millennial generation when the nation emerges from lockdown

clock 18 March 2021 • 3 min read

Featured

Richard Parfect: Are you sitting comfortably?

Investors could face a bumpy ride as economic turbulence continues, writes Richard Parfect

clock 18 March 2021 • 4 min read

Featured

Adrian Boulding: Tech is real hero in pension charge disclosure story

Technology can now revolutionise charges disclosure - revealing both heroes and villains at the click of a mouse, writes Adrian Boulding

clock 04 March 2021 • 5 min read

Estate planning

Adrian Boulding: Five key post-Covid client needs

As we tentatively emerge from lockdown, Adrian Boulding looks at the five key themes advisers may wish to discuss with their clients in the 'new normal'

clock 23 February 2021 • 5 min read

Featured

RP case studies: UFPLS rules at age 75 expained

Turning 75 still affects a range of different pension rules. Here Jessica List demonstrates how it affects clients who may wish to take an UFPLS

clock 23 February 2021 • 4 min read

Featured

Sam Liddle: Decumulation - expect the unexpected

Sam Liddle looks at the world of decumulation - where he says you have to expect the unexpected...

clock 23 February 2021 • 4 min read

Equity release

David Burrowes: Joined-up retirement planning need 'never been greater'

A holistic approach to funding retirement is now crucial, argues David Burrowes. Here he outlines how the UK’s £4trn untapped property wealth has an important role to play

clock 09 February 2021 • 4 min read

Featured

RP case studies: Structuring income for SSAS retirees

Stephen McPhillips explores how to best structure income from a SSAS in his latest RP case study

clock 02 February 2021 • 3 min read
345
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'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
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What to expect from the FCA on financial crime in 2025

04 February 2025 • 5 min read
03

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
04

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
05

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
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