Industry news and views from Panacea and our partners.

Retirement_

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Adviser charges to be removed from Critical Yield


The FCA say we will not be able to take commission for new advice and you need to disclose upfront how much your advice will cost and how it will be paid.

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Just Retiremet: FCA report: are 8 out of 10 of your annuity clients missing out?


The FCA’s recent report estimates that 80% of consumers who bought an annuity from their existing pension provider could have got a better deal on the open market and are missing out on £millions in income each year.

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Aviva latest news


We’ve got all kinds of tools and support to help you run a successful end of tax year campaign.

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Prudential’s 2014 with-profits bonus declaration


The latest details of our With-Profits Bonus Declaration are now available highlighting the strong performance of the Prudential With-Profits Fund over the year to 31/12/2013.

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Scottish Widows: Retirement Account fund supermarket funds


Changes are being made to the funds available through the Retirement Account Fund Supermarket.

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Fidelity makes myfuture member magazine available on apple newsstand


Fidelity Worldwide Investment has become one of the first DC providers to make its member magazine available on the Apple Newsstand. The myfuture magazine can be accessed free via the iTunes store for both iPhone and iPad.

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TISA: FCA annuities review announcements


We would like to confirm that today the FCA has announced the results of its thematic review on annuities

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Aegon UK launches new auto-enrolment hub


Aegon UK has launched a new auto-enrolment online hub to support employers, employees and advisers in the run up to staging and beyond.

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Fidelity and Annuity direct join forces to deliver better retirement outcomes


Fidelity Worldwide Investment has completed its acquisition of the retirement specialist Annuity Direct. Fidelity announced its intention to acquire Annuity Direct in October 2013 subject to approval by the Financial Conduct Authority (FCA)

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L&G: Opinion: what makes a good value annuity?


The International Longevity Centre has just hosted a debate on annuities at the House of Lords but I thought I would share a few of my own thoughts.

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FundsNetwork removes all additional charges from its new pension


FundsNetwork™ has removed all additional costs associated with the FundsNetwork Pension to make it even simpler and cost effective for advisers and their clients.

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Scottish Widows: Life feels better when you have a plan


On Monday, 3rd February we re-launched the Scottish Widows brand with a flagship campaign which encourages Britain to see the value of having a retirement plan.

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Aegon supports Statement of Intent on Care and Support Funding Reforms


Aegon today has given its warm support to the joint industry and Department of Health Statement of Intent on Social Care funding. This sets out the next steps in how Government and industry will collaborate to help people plan and pay for long term care.

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Aviva: Have you seen the annuity headlines today?


You’ve probably seen some negative articles in today’s press about annuities.

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L&G: How offshore bonds make pension sense


Following heavy cuts in pension allowances, and more expected within the year, an offshore bond is a useful consideration to complement a pension fund. The trick is to invest both to best effect.

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Scottish Widows: Our Enhanced Annuity is now available through AMS and Webline


We’re delighted to announce that since November this year, you can get quotes for our enhanced annuity on the Webline and AMS portals.

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Scottish Widows: Modelling pension investments towards retirement


Robert Cochran, Scottish Widows Pensions Development Manager, will be hosting a CPD webcast on Thursday, 5 December

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Aegon: Young people ready to save for retirement but lack opportunities


Aegon publishes survey on the retirement preparedness among young employees

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Aegon: Auto-enrolment - your corporate Trojan horse


Auto-enrolment is the biggest opportunity the UK advisory market has faced for years. To paraphrase the great sage Edmund Blackadder, it's a six story opportunity with a large luminous sign on top saying big opportunity here.

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Scottish Life: Auto enrolment - learning from experience


More than a year after the first employer's auto enrolment staging date, Jamie Clark reflects on the many hard lessons learned by employers, providers and advisers.

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Scottish Life: 3.25% GAD rate makes income drawdown even more attractive


The GAD interest rate is rising again, for plans commencing or being reviewed in October.

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Scottish Life: Five GRIPs, one birthday


There was an important milestone at Scottish Life recently. Not too long ago our quintuplet of Governed Retirement Income Portfolios turned one year old.

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Scottish Widows: Thrifty, confused or lazy?


Following the introduction of automatic enrolment last October, Government results published recently show that the initiative has been more successful than anticipated.

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Aegon: Flexible drawdown: a 'gold standard' in retirement planning?


When flexible drawdown was first introduced on 6 April 2011, many advisers saw it simply as a new opportunity for clients to ‘cash in’ their pension pots.

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Scottish Widows: Fixed Term Cash Deposit tranche with great features


The latest tranche of our Retirement Account Fixed Term Cash Deposit launched on 20 August 2013. We believe the combination of outstanding features and a fixed rate of 1.10% AER**

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Panacea welcomes Canada Life to the community


Panacea Adviser is delighted that Canada Life has joined our growing list of partners.

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RDR update for Scottish Widows individual pensions


From 12th August this year Scottish Widows have been offering their Legacy Scottish Widows Individual Personal Pensions customers an adviser charging functionality.

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Prudential: Draw-down to earth advice


According to ABI statistics, the income drawdown market has dropped by almost 50% over the last five years.

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Metlife delivers certainty with new generation of guarantees


MetLife is raising income rates whilst still delivering a market-leading income deferral rate as it launches a new generation of guaranteed products designed to provide enhanced certainty and flexibility for advisers and clients.

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Scottish Life: DWP ban consultancy charges in auto enrolment schemes


We consider the details of the ban and the impact it will have on corporate pensions advice

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AXA Life Invest – More than just a new name


You’ve known them either as AXA Life Europe or AXA Global Distributors. But now they have a new name, AXA Life Invest. Why the name change?

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New Scottish Widows Enhanced Annuity launched


Scottish Widows recently launched our Enhanced Annuity, designed for a generation of clients who need more from their pension.

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Aegon: The best years of your clients life


Today, most people want a retirement that’s active and enjoyable. To have more time for the things they enjoy in life, or taking up new hobbies and interests.

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L&G: A breadth and range of retirement solution


Recognising your clients have different retirement needs is an essential factor in our approach to providing a broad range of retirement solutions.

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Scottish Widows Techtalk


Welcome to our July edition of techtalk. See how your business could benefit as our financial planning team looks at the latest opportunities in the market.

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Hub News: Planning for retirement’ client guide


Horror stories abound on the state of pensions planning in this country with, for example, a report from Scottish Widows warning of a "perfect storm" for retirement, whipped up by economic uncertainty, indebtedness and an ageing population, and Axa Wealth muttering darkly about the majority of Britain being "chronically ill-prepared for retirement" and the UK reaching "the 'Last Chance Saloon' when it comes to getting the population to face up to what needs to be done to plan for their retirement".

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Aegon: Flexible drawdown: a 'gold standard' in retirement planning?


When flexible drawdown was first introduced on 6 April 2011, many advisers saw it simply as a new opportunity for clients to ‘cash in’ their pension pots.

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Aegon Secure Lifetime Income tools


we’ve now launched four new Aegon Secure Lifetime Income tools, here’s a quick preview of what they do

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Scottish Life Retirement Summit


Following our first visit to the Retirement Summit, Business Development Manager Fiona Tait, answers some common questions about our income planning tool and At Retirement proposition.

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Aegon: UK workers expect to receive 60% of their current income in retirement


Significant proportion not sure if they’re on the way to achieving this.

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