Retirement
Best Practice | 8 Apr 24
Nearly two thirds of HNWIs are unaware of the size of their pension pots
Women were less familiar with their pension pots than men on average
Regulation | 5 Apr 24
Joint administrators for Hartley Pensions set out priority transfer list
Given the company’s substantial client base it is not feasible to transfer all client SIPPs at the same time
HMRC reveals QROPS transfer changes in 11th hour lifetime allowance abolition update
Technical changes made through a second set of regulations will be effective from 6 April 2024
Financial planning | 3 Apr 24
Decumulation – the regulator’s challenge
Potential solutions abound, including cash buckets, annuities, smoothed funds, guaranteed income products and risk assets
Clients ‘outliving their savings’ tops advisers’ list of concerns
71% of 200 advisers interviewed pointed to this as a major issue