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retirement planning

Displaying items by tag: retirement planning

Financial advisers saw their turnover and client numbers grow strongly in 2019, a new study has found.

Published in Articles
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
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.
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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.
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Retirement planning is the top priority for many high net worth clients, according to a poll looking at financial resolutions in 2016.
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The CII is to launch a new pensions exam unit to support professional standards in the sector.
Published in Articles
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.
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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.
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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.
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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.
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