retirement planning

Displaying items by tag: retirement planning

Wednesday, 12 February 2020 09:28

2 in 3 couples get no retirement planning advice

Nearly two out of three over-55s couples have never had retirement planning advice, according to a new survey.

Published in Articles

Tagged under

Thursday, 27 September 2018 12:49

Financial Planning Week campaign set for next week

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.

Published in Articles

Tagged under

Tuesday, 01 May 2018 11:05

Over-55s increasing risk-aversion with pension savings

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.

Published in Articles

Tagged under

Thursday, 31 December 2015 09:29

Retirement planning is HNW clients' priority number 1 for 2016

Retirement planning is the top priority for many high net worth clients, according to a poll looking at financial resolutions in 2016.

Published in Articles

Tagged under

Monday, 09 November 2015 12:10

New pensions exam unit launched by professional body

The CII is to launch a new pensions exam unit to support professional standards in the sector.

Published in Articles

Tagged under

Friday, 14 August 2015 11:33

Retirement planning education firm bought out

A financial education firm, which has taught nearly 100,000 employees about pensions and retirement planning, has been bought out for £50m.

Published in Articles

Tagged under

Monday, 29 June 2015 12:17

Retirement planning becomes a virtual reality experience

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.

Published in Articles

Tagged under

Tuesday, 23 June 2015 12:19

Gap grows in purchase funds size for annuity vs drawdown

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.

Published in Articles

Tagged under

Thursday, 23 April 2015 10:46

AXA Wealth unveils online Retirement Planning tool

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.

Published in Articles

Tagged under

Tuesday, 21 April 2015 13:09