Category Archives: pensions

Rise in flexi retirement leaving over 65s at risk of paying too much tax

Flexible retirement is boosting the number of older workers, but also leaving many open to higher tax bills and more complicated finances, according to national IFA firm Continuum.

Inflation could lead to a resurgence in popularity of annuities says Continuum

As both state and private pensions begin to fall short of what many pensioners need due to inflation, we may see a growth in the number of financial advisers recommending annuities, according to one of our clients, national financial planning business Continuum.

Continuum reports £300m increase in net assets for first half of 2021

One of our clients, national financial planning business Continuum has seen net assets increase by £300m in the first half of 2021, an increase of 38% year on year, building on the impressive growth seen by the firm in 2020.

Think before you leap

This week I have been writing an article on what makes a good workplace pension for a client. Unsurprisingly it concludes that what makes a good workplace pension for one saver may not work so well for another. The same applies to marketing campaigns, writes Kat Mitchell.

Too few DC pension holders receiving advice

The number of people accessing free guidance appointments via Pension Wise rose 23% last year, however figures from the Financial Conduct Authority have shown that half of those accessing their DC pension pots for the first time are doing so without guidance or advice, writes Kat Mitchell.

Pandemic driving advisers to digital marketing

Over the past few years, we have seen larger numbers of financial advisers turning to digital content marketing to reach new clients and the pandemic seems to have accelerated this trend, writes Kat Mitchell.