Retirement
Investment | 12 Apr 24
BlackRock’s Fink flags big growth potential for retirement products as AUM hits record $10.5trn
The Q1 results also saw $76bn of quarterly long-term net inflows
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
Standard Life and Fidelity join forces on smoothed fund for advisers
‘Strategic partnership’ formed to create the new offering