Latest Blogs
Popular News
-
Hargreaves Lansdown hits landmark 2m clients
Investment platform and SIPP provider Hargreaves Lansdown has notched up its milestone 2 millionth client and has also seen record assets under management, according to its 2025 Annual Report.
-
Failed SIPP firm clients updated ahead of legal judgment
Clients of failed SIPP provider Hartley Pensions Limited - who have had funds ring-fenced - have been given an update from joint administrators UHY Hacker Young ahead of a legal judgment expected in late October.
-
JPMorgan to replace Nutmeg with new investment platform
JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.
-
5 year gap between dream retirement age and expectation
While people dream about retiring at 62 they do not expect to be able to retire until they hit 67, according to new research.
-
Sales of escalating annuities surge
Sales of escalating Guaranteed Income for Life annuities that have some inflation protection, accounted for a fifth of all sales in 2024/25 and have increased by 17% year-on-year.
Family Sipp readied for pension reforms to take effect
The firm said there will be a variety of new tools and all of its pension range will be prepared to come into line as the retirement revolution rule changes take effect.
Tax optimiser tools will aid in demonstrating the most tax efficient ways to invest for the future and withdraw money as and when customers need to, AXA said.
A fresh adviser toolkit will help show how much money people will need to cover the essentials, such as housing or food costs, and how much they want on top of that to cover the nice-to-have things such as holidays or a new car.
{desktop}{/desktop}{mobile}{/mobile}
AXA Wealth said its reform-ready retirement proposition includes: a retirement wealth account, personal pension, elevate pension investment account and the company's group Sipp family suntrust.
David Thompson, managing director of business development and proposition at AXA Wealth, said: "Advisers are dealing with enough changes ahead of April, without a whole raft of new products. Our range of pension products is established in the market and will be ready from day one.
"In the new retirement world customers will be looking for competitive and flexible solutions to provide a secure and lasting income in retirement. Many providers are now investigating options for post-annuity breeds of income guarantees, this is an area the AXA Group already has expertise in and believes will play a much larger part in an holistic retirement solution post-April."