retirement planning
Displaying items by tag: retirement planning
Monday, 20 April 2020 12:16
Adviser firms boosted retirement focus in 2019
Financial advisers saw their turnover and client numbers grow strongly in 2019, a new study has found.
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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.
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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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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.
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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.
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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.
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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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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.
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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.
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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.
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