Retirement

Retirement news for Financial Advisers & Paraplanners - Legal & General: Is downsizing your client’s only option?

There could be another way to free up money Do you have clients looking to downsize? Our research shows almost half of those wanting to downsize couldn’t find a property to match their needs. more...

Retirement News for Financial Advisers and Paraplanners - Zurich: Protection for life stages: Middle-aged couples

Bob and Mary are in an enviable financial position, but have concerns about care costs dwindling the estate they have carefully built for their beneficiaries. Zurich explores the options they have… more...

Retirement news for Financial Advisers & Paraplanners - Zurich: Why protection should be a keystone of clients' retirement plans

Convincing clients to underpin their assets with protection may be difficult, but it’ll probably be worth it, for adviser and client... more...

Lifetime Mortgage news for Financial advisers and paraplanners - Just: The Just For You Lifetime Mortgage gets better and better

Just are continuing to make their Just For You Lifetime Mortgage simpler, broader and better. more...

Retirement news for Financial Advisers & Paraplanners - Aviva's equity release that's as individual as your client

We don’t just put money into our houses. We pour our heart and soul into our homes. Aviva understand that, with so much personality invested in every home, you need an equally personalised approach to releasing equity. more...

Retirement news for Financial Advisers & Paraplanners - Legal & General: Longevity – the flaw of averages

A longer life expectancy is good news, but longevity is perhaps the most difficult part of the retirement puzzle for both advisers and clients. People often confuse averages with probabilities and there are so many factors that could have an impact on someone’s lifespan that it’s often difficult to know where to start. more...

Retirement news for Financial Advisers & Paraplanners - Zurich: Drawdown retirees unaware they can vary (or stop) income

Many people in income drawdown are unaware they can slow the flow or turn off the taps, with those not receiving advice unsurprisingly most in the dark. more...

Retirement news for Financial Advisers & Paraplanners - Legal & General: Who is a lifetime mortgage for?

There’s no single type of lifetime mortgage customer. We’ve seen customers in a range of different circumstances benefit from unlocking the cash in their home. It’s not just the client that benefits from a lifetime mortgage either; a lifetime mortgage can help their families, too. more...

Retirement news for Financial Advisers & Paraplanners - Old Mutual Wealth: How do you make sure your client’s pension meets their income needs?

Take three minutes to watch our latest Collective Retirement Account video where Ian Browne, pension expert, talks about how to tailor your client’s pension and make strategic alterations so that it stays up to date and on track with their requirements. more...

Retirement news from Financial Advisers & Paraplanners - L&G: Are lifetime mortgages a solution for ‘silver separators’?

Divorce is becoming increasingly common in later life, and parting ways is often more complex than simply splitting assets in half. It’s paramount that advisers are aware of the negative effect it can have on a couple's finances. more...

Pension news for Financial Adviser and Paraplanners - Royal London: Finances and finding ‘the one’ later in life

We look at how a change in relationship status later in life can impact financial planning for your clients. more...

Retirement webinar for Financial Advisers & Paraplanners - Defaqto: Webinar: Overview of the retirement income market

In this presentation, Paul will provide an overview of the retirement income market based on the data provided by the FCA. more...

Retirement news for Financial Advisers and Paraplanners - Aegon: Improved lifestyle fund letters and new web hub

If you have clients invested in our lifestyle funds through Aegon Retirement Choices or One Retirement we've been making changes to the letters we send them as they approach retirement. more...

Retirement news for Financial Advisers & Paraplanners - Prudential: Based on facts, not opinions

It's a fact! Prudential’s Retirement Account has been awarded five star ratings from Defaqto for personal pension and drawdown. These five star ratings provide you and your clients with an accurate benchmark so you can see, at a glance, how financial products compare in the market - offering a balanced choice based on quality, not just price. Find out more. more...

Pension news for Financial Advisers & Paraplanners - Prudential: Are Doctors in the NHS pension scheme misdiagnosing their pension?

The press is having a minor epidemic of commentary about doctors retiring early to avoid Lifetime Allowance (LTA) and/or Annual Allowance (AA) charges but, the thing that concerns me about this is, are they diagnosing the problem correctly? more...

Retirement news for Financial Advisers & Paraplanners - Legal & General - A guaranteed income with flexibility?

How can you help your clients achieve financial security while adapting to their changing needs and goals in retirement? Our latest article discusses this challenge, and how the new partial withdrawal feature on our Fixed Term Retirement Plan could help. more...

Retirement Roadshow for Financial Advisers and Paraplanner - Defaqto: Let’s talk PROD, sustainable investing and diversifying sources of income in retirement

Join Defaqto’s Retirement income roadshow in May in Airth Castle Stirling, Tracy Park Bristol, Mere Court Knutsford, Marriott Arden Solihull, or Tankersley Manor Barnsley. Each event is accredited by the CII for up to 2 hours and 40 minutes of structured continuing professional development. more...

Retirement news for Financial Advisers and Paraplanners - Legal & General - Is it time to take another look at fixed term annuities?

You and your clients may be thinking about their financial future, but they can’t predict the next few years with any real certainty. more...

Retirement news for Financial Advisers & Paraplanners - Royal London: Trevor Greetham, Tactical Change

Trevor Greetham, Head of Multi Asset at Royal London Asset Management, has made a tactical change to the asset allocation of the Governed Portfolios (GPs) and Governed Retirement Income Portfolios (GRIPs). more...

Retirement news for Financial Advisers & Paraplanners - Legal & General: Fixed term annuities – for the unforeseeable future

You can’t predict the future, but you can help your clients plan for it. In the changing world of retirement, fixed term annuities can provide the right balance of security, flexibility and control for some clients. They provide a regular, guaranteed income and can be used to cover your clients’ essential spending, to bridge an income gap or to allow clients to keep their future options open. more...

Retirement news for Financial Advisers & Paraplanners - Key Partnerships: The time is right for your clients

The equity release market continues to grow at a rapid rate. With new lenders entering the market with new and innovative product features, there’s now even more lifetime mortgages can do to help your clients with their retirement finances. more...

Retirement news for Financial Advisers & Paraplanners - A simpler way to do business – Legal & General launch new online tracking tool to help advisers

We are excited to announce the launch of Track My Apps, a unique and simple online tool that will help you follow the progress of your new business retirement applications from start to finish, in just a few clicks. more...

Retirement event for Financial Advisers & Paraplanners - Defaqto: May 2019 Retirement Income Roadshow dates revealed

Defaqto has announced dates for its annual Retirement Income Roadshow. This year, we will visit Stirling, Bristol, Mere, Solihull and Tankersley. The half day CPD accredited seminar will focus on financial planning challenges of generating income for clients. The five sessions will be delivered by speakers from Defaqto, Miton, Quilter Investors, Parmenion and Schroders Cazenove. more...

Retirement news for Financial Advisers & Paraplanners - Aegon: Consolidating your clients' assets into one place

Using our Aegon Retirement choices (ARC) platform could be the right move for you and your clients. more...

Retirement news for Financial Advisers & Paraplanners - Royal London: Steve Webb - How long does your client’s money need to last?

Helping your clients manage their money in retirement would be a lot easier if we, or they, knew how long they were likely to live. In a world where buying a secure income has become less common, having a realistic picture of their life expectancy and the possible range around that average figure is even more important. And while this can sometimes be a difficult issue to raise with clients, there are some important pointers that could help them avoid some of the pitfalls when thinking about life expectancy. more...

Retirement events for Financial Advisers & Paraplanners - Legal & General Home Finance Breakfast Roundtables - Using Property Equity for Income

Join our product specialist, Amy Mulvey and our Head of Adviser Sales, Rob Miles at one of six locations, to discuss how you can help shape your clients’ portfolios by utilising their property equity for income. more...

Retirement Webinar for Financial Advisers & Paraplanners - Defaqto: Selecting investment strategies for income

Paul Tinkler, Insight Consultant, will give an introduction to the challenges facing advisers in managing retirement plans for clients in today’s marketplace. more...

Equity Release news for Financial Advisers & Paraplanners - Key Partnership: 2018 Equity Release Market Monitor

This week Key has released its Market Monitor report for the whole of 2018 and it highlights that the equity release market continues its record-breaking growth. The number of new plans in 2018 is up 21% and overall lending has increased by 19% year on year. more...

Retirement news for Financial Advisers & Paraplanners - L&G: Is equity release good for the UK economy?

Our ‘Silver Spenders’ research highlights the potential for money released from housing wealth to support economic growth in the UK. The research found that every £1 of housing wealth released generates £2.34 for the UK economy1. more...

Retirement news for Financial Advisers & Paraplanners - Royal London: Paying lifetime and annual allowance tax charges isnt always a bad thing - Royal London

Find out how paying annual and lifetime allowance tax charges can still make your clients better off in retirement. more...

Retirement news for Financial Advisers and Paraplanners - Clients value annuities more than you may think

We know annuities have suffered from a poor perception of value over the past few years, and yet some consumers who are familiar with annuities, consider them to be good value, when asked what they’d consider a good annual rate of return.. Our recent research of more than 2,000 over-55s showed that nearly three quarters don’t like taking risks with their money, and over half said financial security was the most important thing to them at this stage in their life. more...

Retirement news for Financial Advisers and Paraplanners - FundsNetwork: Retirement technical videos

Whether you are preparing for the CII pension exam or simply need a refresher, FundsNetwork's library of retirement technical videos can help. Topics range from defined benefit transfer issues, to tax relief and lifetime allowance considerations. more...

Investment news for Financial Advisers and Paraplanners - Defaqto: How to help clients choose the right income fund for retirement

The pension freedom reforms, which relaxed the compulsion on retirees to purchase an annuity when accessing their pension pots, were announced by the government in 2014 and introduced a year later. more...

Financial Planning update for Financial Advisers and Paraplanners - Have you seen Prudential’s Life Events hub

Recognising that it’s important you’re there for your clients at key milestones they reach and challenges they face, check out Prudential’s Life Events hub. more...

Partner webcasts for Financial Advisers and Paraplanners - Prudential: Suitability Matters webinar

Register to join one of Prudential’s webinar sessions on Thursday 15 November to help you identify new opportunities with your clients. more...

Retirement news for Financial Advisers and Paraplanners - Key Partnerships: 2018 Q3 Market Monitor

The Q3 Market Monitor report from Key reveals continued strong growth in the equity release sector. The number of new plans is up 16% on 2017 and overall lending has increased by 25%. more...

Retirement news for Financial Advisers and Paraplanners - Physical Fitness in Retirement and later life

When dealing with clients approaching retirement should we be trying to prepare them Physically and Emotionally as well as Financially. Certainly if we want our clients to enjoy later life there are important issues they need to incorporate in their plans. One of these is Physical wellbeing. more...

Retirement news for Financial Advisers and Paraplanners - Key Partnerships: Monster Market Growth

Latest industry figures from the Equity Release Council confirmed a milestone quarter with over £1bn property wealth being unlocked in Q3 alone. This is up a monstrous £195m (24%) for the same period last year. more...

Pension update for Financial Advisers and Paraplanners - FundsNetwork: Improving the quality of pension transfer advice – FCA's final rules

Get up to speed on the latest FCA rules and guidance with FundsNetwork's three-page summary. more...

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