STEP

Technical Update: Looking at income drawdown 

With a potential explosion in demand for drawdown due to next year's pension changes, Financial Planners must take action to ensure their review procedures are robust and personal recommendations safeguarded from complaints and regulatory action. Read more...

Technical Update: Retirement revolution

So will they buy Lamborghinis or long-dated gilts, diamonds or gold-plated drawdown plans? Quite how those approaching retirement from next April will adjust to the new retirement planning freedoms is the great unanswered question. Read more...

Technical Update: Financial literacy and capability

Veteran Financial Planner Jon Golding shares some tips about an overlooked opportunity for Financial Planners to do well by doing good. In a highly personal viewpoint, he suggests that an economy is only as strong as the quality of financial literacy and capability (FLC) of its people.  Read more...
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