Retirement IQ

Recent posts

  • Learning the lessons from OMO

    Article from FT Adviser where I write about the history of the OMO…

  • Five funds that will pay your pension - Telegraph

    Annuity rates are rising - which is good news for retirees who are prepared to swap a lump sum for an income paid for life.But the rates are still poor in comparison to other returns.…

  • Spring budget 2017 and annuity trends

    It was three years ago, in the March 2014 budget speech that George Osborne's declared "no one will have to buy an annuityā€¯. Since then annuities have become more unpopular and sales have fallen significantly…

  • Rules or discretion?

    In such an uncertain world, working out how best to convert a pension pot into income is one of the most complex areas of financial planning. It is made even more complicated thanks to the many behavioural and technical issues to consider. So how do advisers work out the advice they give to clients?…

  • Five minute guide to making your pension last longer

    Article by Harvey Jones in the Express about the so-called 4% rule from drawdown…