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Time for a retirement reality check

Published by : Quilter Investors

As well as freeing the British public from the ‘shackles’ of the annuity market, the new pension freedoms rules created a huge new market for advisers. There has never been a greater need for retirees to engage with their advisers regularly to ensure their retirement stays on track and that their

Published: 08 November 2018

Business Area: Advisory services

Type: Portable Document Format (.pdf)

Prudential Portfolio Management Group – Mark Riggall, Product Specialist

Published by : MARS England

At the moment advisers are looking for a broader range of multi assets funds and there are over a thousand available now in the UK. Those funds are very sophisticated and advisers are using them to be a core part of their offering.

Published: 29 October 2018

Business Area: Multi Asset

Type: Portable Document Format (.pdf)

Defending capital to support future retirement prosperity

Published by : Quilter Investors

Pension freedoms allow clients the flexibility to be able to take a holiday, or fix the roof, while maintaining a reasonable standard of living and knowing their retirement income is secure and keeping pace with inflation.

Published: 25 October 2018

Business Area: Advisory services

Type: Portable Document Format (.pdf)

Retirement options under the FCA microscope

Published by : Quilter Investors

When pension freedoms were introduced in 2015, newspapers heralded the flexibility and choice suddenly available, while politicians celebrated liberating their constituents from the perils of the annuity market.

Published: 16 October 2018

Business Area: Advisory services

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Ten questions to help trustees to challenge their advisers

Published by : Aon

When you are faced with recommendations from your advisers, how can you make the best choices? The answer lies in challenging the decisions you are being asked to make. Download a copy of the Ten questions to help trustees challenge their advisers to find out more.

Published: 20 February 2018

Business Area: Advisory services

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

eAdvisers are setting the pace

Published by : Intelliflo

Hunger for technology and how it can help financial advisory firms now and in the future is increasing, with the recurring buzzwords of robo-advice, eAdvisers and automated advice seemingly here to stay. Download to learn more.

Published: 09 September 2016

Business Area: Advisory services

Type: Portable Document Format (.pdf)

Risks transferred, pensions insured

Published by : Pension Insurance Corporation

The desire to de-risk schemes and move to a more sustainable and predictable footing for the future has never been greater. But at the same time, the appetite to de-risk is growing; scheme deficits have been increasing, meaning the affordability of such risk reduction can be challenging. This

Published: 01 August 2016

Business Area: Pensions Management/Institutional Investment

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

2016 a robo-advice odyssey

Published by : Iress

It turns out robo-advice means different things to different people, and to some means absolutely nothing at all. So if there is no robot, and no advice, what precisely is there? And why are some predicting it – whatever it is – will run roughshod over traditional face-to-face advice?

Published: 02 February 2016

Business Area: Wealth Management/Financial Planning

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Did RDR fail (and can tech save the day)?

Published by : Iress

The RDR set out to transform the world of retail investment advice. Will the launch of the Financial Advice Market Review (FAMR) offer up an uncomfortable truth about the RDR? Watch Professional Adviser and technology provider IRESS examine the legacy of RDR in this exclusive web seminar.

Published: 13 October 2015

Business Area: Wealth Management/Financial Planning

Type: Audio/Video (.mp3, mp4, mpg)

Pension Benefit Redesign: Helping you make it a successful process

Published by : Aon

Many household names have announced major reductions to their pension benefits. The reasons for these changes include pension scheme deficits, increasing risk exposures and the need to cut costs. This article provides strategic advice to business on how to implement pension benefit redesigns.

Published: 01 April 2012

Business Area: Consultants

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful