Insights, opinions and commentary on the retirement issues that matter to Financial Advisers

Guest Spot: With Profits: A New Fund in Town

5 November 2021

As announced in recent weeks in previous Novia IQ posts, Wesleyan’s With Profits Fund, which recently moved to sustainable principles (as announced here), is now available on the Novia Platform….

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Securing lifetime income for investors

27 September 2019

Protect your customers from running out of cash with our unique Guaranteed Income offer. You can now offer your investors complete peace of mind with a new way to underpin…

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The Top Three Risks for pensioners income

27 September 2019

Bill Vasilieff on the Top Three Risks to consider when looking at pensioners income. You are on your own It may seem strange but the biggest risk for most pensioners…

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Pensions cold-calling ban finally in effect

10 February 2019

After over two years in the pipeline, the government’s cold-calling ban came into effect at last on 9 January this year. It’s been welcomed by the regulators and will come…

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The Transfer Value Comparator explained

16 November 2018

‘Savers 10 years away from retirement could lose nearly half of the value of their defined benefit pension if they choose to transfer.’ That was the headline when the Transfer Value…

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Annual Allowance changes in the budget

12 November 2018

Annual Allowance changes in the budget, or lack thereof. The relatively quiet Autumn budget announcement did not include the major overhaul of pension allowances that had been predicted by pundits….

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