Advisers need to review decumulation advice - platform
- Friday, 22 March 2024
- Articles
Financial advisers need to take a closer look at the suitability of their investment approach for clients taking an income, according to platform Wealthtime.
Read more...Just and Sparrows launch decumulation solution
- Monday, 26 February 2024
- Articles
Retirement specialist Just Group has partnered with private investment firm Sparrows Capital to launch a retirement income solution which the two companies say will help advisers with decumulation strategies.
Read more...Planners must improve retirement income assessments
- Tuesday, 28 November 2023
- Articles
Financial Planners and advisers need to improve their approach to retirement income suitability assessments by considering clients' financial personality, such as whether they are spenders or savers.
Read more...20% rise in decumulation and pension complaints - FCA
- Friday, 20 October 2023
- Articles
The number of newly-opened complaints about decumulation and pensions in the first half of 2023 was up 20% year on year, according to new data from the FCA.
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