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Inheriting freedom: Supporting the next generation of investors

Published by : Quilter Investors

Pension freedoms transformed the opportunity for clients to access previously 'locked' pensions and pass on wealth held in their retirement fund. Where they once faced a punitive 'death tax', they can now pass on pension wealth tax efficiently.

Published: 08 October 2018

Business Area: Retirement

Type: Portable Document Format (.pdf)

Pension Freedoms research: supporting DB members with their retirement choices

Published by : Hymans Robertson

Through our research of over 100 pensions professionals, our member options report highlights the key challenges associated with providing adequate support to DB members regarding their retirement options, with insights into the affordable solutions available to trustees, sponsors and the wider

Published: 18 May 2018

Business Area: Retirement

Type: Portable Document Format (.pdf)

Facing the headwinds: investors and the economic outlook

Published by : Hermes Investment Management

Saker Nusseibeh, Chief Executive Officer at Hermes Investment Management presents at the Pensions and Lifetime Savings Investment Conference in Edinburgh.

Published: 03 April 2017

Business Area: Retirement

Type: Other

New salary sacrifice masterclass

Published by : Scottish Widows

Throughout 2016 we're running a series of Techtalk MasterClasses. Our Financial Planning team will be sharing their technical expertise on a variety of topics around pensions and retirement to give you the most up to date support and analysis.

Published: 08 August 2016

Business Area: Retirement

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

Addressing impediments to good investment decision-making and the role of fit-for- purpose default funds

Published by : Columbia Threadneedle Investments

In the first of three papers, entitled: Is your default fund fit for purpose?: Are we setting retirees up for failure by default?, Chris Wagstaff considers the importance of fit-for-purpose default funds and good default fund design. Find out whether your default is fit-for-purpose.

Published: 20 June 2016

Business Area: Retirement

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Your guide to Retirement Account – supporting you to and through retirement

Published by : Scottish Widows

A repositioned simple version of our two existing consumer guides, with a focus on income drawdown

Published: 09 June 2016

Business Area: Retirement

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Expert guidance that anticipates, interprets and forecasts key industry changes

Published by : Scottish Widows

Our Techtalk magazine provides topical expert guidance for intermediaries that anticipates, interprets and forecasts key industry changes and regulation.

Published: 23 May 2016

Business Area: Tax

Type: Portable Document Format (.pdf)

Rating: 3 people found this useful

What choices are available to those nearing or at retirement?

Published by : Architas

The government delivered sweeping reforms of the UK’s pension system, changes which have been in force since April 2015. The new changes give savers much more flexibility with their pension and you can in theory take the entire contents of your pension pot and invest or spend it as you see fit. This

Published: 05 May 2016

Business Area: Wealth Management/Financial Planning

Type: Portable Document Format (.pdf)

Burnett: what needs to happen for value to start performing again?

Published by : Neptune Investment Management

Value stocks have significantly underperformed growth stocks in Europe in the past decade. However, Rob Burnett, manager of the Neptune European Opportunities Fund, believes we are now approaching an inflection point. Watch the video below to find out more.

Published: 14 March 2016

Business Area: Retirement

Type: Windows Media Audio/Visual (.wma, .wmv)

2015 UK Election results – what does this mean for pensions?

Published by : Aberdeen Asset Management

The recent election of a Conservative majority Government provides an opportune moment to reflect on major pension reforms over the years, the challenges facing the government now and what the future might hold for the UK pensions industry.

Published: 19 August 2015

Business Area: Retirement

Type: Portable Document Format (.pdf)