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Retirement and Financial Planning

Nick Cann: Financial Planning Week is back

00:01 | 07 September 2009

The second annual Financial Planning Week is a chance to reach out to new clients, many of whom get their financial advice from mates in the pub according to the IFP's latest survey.

New tax disclosure rules hit IFAs on 1 September, warns Rowanmoor's Seaton

12:19 | 20 August 2009

Pension contributions are now regarded as a form of tax avoidance requiring disclosure, explains David Seaton of Rowanmoor Pensions.

Retirement Solutions: Phil Mowbray - modelling retirement risk

10:00 | 09 July 2009

The demise of defined benefit pension schemes, combined with the complexity of retirement products, leaves advisers and their clients with an ‘urgent need’ for institutional quality risk management according to Barrie & Hibbert’s Phil Mowbray.

Exclusive retirement solutions report - coming soon

12:45 | 07 July 2009

Our interview with Barrie & Hibbert's Phil Mowbray, advertised as being published today, will now be released on Thursday to coincide with a special report on Barrie & Hibbert's new research.

Aifa report: The importance of 'nudging' in financial services

10:45 | 06 July 2009

Advisers, regulators and the government should learn from the latest developments in behavioural psychology, according to Aifa.

Sifa conference: The growth of post-retirement advice

10:00 | 26 June 2009

Growing lifespans are creating a gap in the market for post-retirement advice - one with its own unique challenges, says Tish Hanifan, joint chair of the Society of Later Life Advisers.

Forum North West: Use income shifting to preserve tax relief on pensions

08:00 | 10 June 2009

Danby Bloch of Taxbriefs Financial Publishing suggests one way to get around the new Budget rules that prevent high earners claiming tax relief on pensions.

Life CEO Forum: How can we rebuild a savings culture?

00:01 | 01 June 2009

Industry figures discuss the relative importance of education, technology, and economic incentives in closing the savings gap, and how to make it viable for advisers to service less affluent clients.