News

There’s still a lack of clarity as to how pension tax rules will change given this year’s Spring Budget. In this time of uncertainty, retirement planning for your clients has become very challenging. How can you provide certainty and confidence for your clients when the regulatory future is outside of your control?

A change in the way financial advisers think about risk can lead to better outcomes for those in or approaching retirement.

Regulatory pressure, coupled with the rise in inflation and the cost-of-living crisis, is placing a spotlight on how advisers deliver investment solutions for retirees. How can you ensure your approach is robust, compliant, and balances risk appropriately?

The Spring Budget announced by the Chancellor brought a shake-up in pensions regulation. As well as assessing the impact this will have on their clients, advisers may have to re-examine how they are offering retirement advice in this new light. Read on to learn FE Investments’ views on what the Budget means for advisers and their clients, and what additional pension changes could soon follow.

There is a lot to consider when you give retirement advice, and financial planners rightly want to have more time to spend with clients. The FE Investments Decumulation review tool can help save time and bring extra value to an adviser's clients.

threesixty compliance services have assessed the FE Investments Decumulation proposition to review the standard of retirement solution offered, and look at how it can best fit into an adviser's 'at retirement' client offering.

Many traditional approaches to retirement planning do not involve a centralised retirement proposition and are much less likely to account for those new risks seen in decumulation, such as sequencing risk, meaning clients run a greater risk of not achieving their retirement goals.

With rising costs of living, retirees will need a different approach to retirement. Is now the right time for advisers to discuss increasing risk levels?

An aging population faces many dilemmas with greater numbers requiring retirement planning advice than ever before. However, not all approaches are suitable for all clients, and can require a more nuanced approach.

Find out how you can use FE Analytics to analyse your clients' existing investments, check the suitability of their investments and customise your analysis and reporting for retirement.

With retirees facing different risks from the accumulation phase of their investment journeys, FE Investments has launched a new range of decumulation portfolios

The fundamental consideration for any IFA advising clients in retirement is whether they have saved enough to maintain the lifestyle they want through a sustainable income.