One in three IFA owners to retire within 10 years
The wealth management M&A race is set to be ratcheted up a notch with more than a third of IFA owners planning to retire within 10 years.
Retirement
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OMW opens retirement proposition utilising revamped Generation funds
Old Mutual Wealth has strengthened its retirement income capability with the launch of IncomeSelect.
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Majority of IFAs cite multi-asset as choice retirement income vehicle
Multi-asset funds are favoured by more than half of IFAs as the retirement income vehicle of choice, a survey by Barings Asset Management has revealed.
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PA ANALYSIS: Communication key for managers to navigate new, older world
Data out from the Association of British Insurers and the Office for National Statistics in the past few days should have asset managers rubbing their hands with a mixture of excitement and trepidation.
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Conflicting research highlights pensions cash conundrum
Post April’s retirement reforms, BlackRock has said 83% of clients of its workplace pensions business have taken all of their savings in cash.
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Most advisers prefer a successor to a sale on retirement -Russell
Financial advisers would prefer to find a successor that can take on their business when they retire, rather than pursue a sale, new research from Russell Investments suggests.
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Standard Life in talks on six new model portfolios
Standard Life is in talks with six investment groups on adding new model portfolios to its wrap platform.
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Investors displaying significant overconfidence – natixis
Investors could be setting themselves up for a significant amount of disappointment, a new survey by Natixis reveals.
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The UK govt creates secondary annuities market
The UK government will remove tax restrictions on people who want to sell the income stream from an existing annuity from 6 April next year, effectively giving them similar freedoms as those soon to be enjoyed by those in defined contribution savings plans.
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Care home REITs are a future-proof sector
Purpose-built care homes are a future-proof and compelling investment sector, driven by the UK’s ageing and changing population, said the founder of asset management firm, Target Advisers.
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FCA issues new rules on retirement risk warnings
The Financial Conduct Authority has issued new rules requiring firms to give appropriate risk warnings to consumers accessing their pension savings.
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OMGI distributor deals annuity replacement
Old Mutual Global Investors is at an “advanced stage” of setting up partnerships with selected life companies and platforms to develop pooled fund products for the retirement market, in readiness for next year’s radical UK pension regime reforms.