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Displaying items by tag: retirement planning
The CISI is urging Financial Planning members to get involved in World Financial Planning Day on Wednesday 3 October and UK Financial Planning Week from 3-10 October.
Stock market volatility and economic uncertainty have led to a sharp spike in over-50s being risk-averse with their pension savings, new research indicated.
Retirement planning is the top priority for many high net worth clients, according to a poll looking at financial resolutions in 2016.
The CII is to launch a new pensions exam unit to support professional standards in the sector.
A financial education firm, which has taught nearly 100,000 employees about pensions and retirement planning, has been bought out for £50m.
A pensions firm has entered into the world of virtual reality, claiming to be the first in the finance sector to create a 3D Google app for smartphone users.
The difference between the average purchase funds size for a lifetime annuity versus drawdown has grown almost three times bigger since the launch of the pension freedoms, research suggests.
A new Retirement Life Planning calculator for advisers to use with clients has been unveiled by AXA Wealth as part of a suite of tools being developed by the company.
Over half of people planning retirement are looking at alternative income such as buy-to-let, with a fifth showing scepticism about pensions.
Two thirds of adults aged 65-74 want to be working at least part-time in retirement, according to a study.
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