Industry news and views from Panacea and our partners.
Retirement_
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.
Aegon: UK workers expect to receive 60% of their current income in retirement
Significant proportion not sure if theyre on the way to achieving this.
Aegon: Enjoyment, leisure and freedom top three words your clients may associate with their retirement
According to results from the recent Aegon Retirement Readiness survey*, the main associations consumers have with retirement are very positive and aspirational - leisure, freedom and enjoyment being the most mentioned.
Metlife: One in five retirement savers fear theyve wasted their money
Nearly one in five retirement savers are unhappy with their pension savings or fear they have wasted money by saving for retirement, new research* by MetLife shows.
Aegon UK launches auto-enrolment range
In April this year, Aegon launched its innovative auto-enrolment proposition, catering for the needs of employees, employers and advisers in the UK.
Axa Life Europe: Plan now to give your clients more income in the early years of their retirement!
Plan now to give your clients more income in the early years of their retirement!
Aviva: New report: how clients really feel about the taboo issue of inheritance
Our new Real Retirement Report is out now. This edition looks at the issue of inheritance and how your clients really feel about it
Scottish Life: Annuity now, or annuity later?
We take a look at the benefits of delaying an annuity purchase in favour of an alternative solution, such as income drawdown, before purchasing an annuity later down the line.
Aegon: Why choose One Retirement?
One Retirement gives your clients a single solution that can be tailored and adapted to suit their individual needs. Its an easy-to-use online proposition that uses leading-edge technology thats fit for the future of our industry, to help advisers like you prosper in a post-RDR world.
Offer your GPP clients an alternative to lifestyling, and protect the next generation of retirees income
AXA Life Europe's innovative solution for employers and employees who are members of Group Personal Pension schemes.
Retirement Planning Invitational
The Money Marketing Retirement Planning Invitational will be taking place next month. So, I just have a couple of points to draw your attention to in the interim period.
Aegon: One Retirement
With our recent communication on our new product, One Retirement, we have brought it to life for you by pulling together a case study.
Money Marketing's Retirement Planning Invitational
Come and join leading pensions experts - Dame Anne Begg MP, Dr Ros Altmann, Malcolm Small, Stephen Gay and James Lloyd - at Money Marketing's Retirement Planning Invitational in June 2013.
Why Aegon Retirement Choices?
Aegon Retirement Choices (ARC) is different. This integrated platform for workplace savings and retirement income meets the different demands of your clients. It gives people a flexible platform for saving while they work and then for taking an income later in life.
Introducing AEGON Retirement Choices (ARC)
Weve combined our pension and investments experience with leading edge technology to help simplify your day-to-day administration and support your client proposition.
AXA Life Europe: Helping clients protect their future retirement income
How can you help your PPP and GPP clients avoid the pitfalls of Lifestyle Funds?
Aegon: One Retirement. One flexible solution.
Weve designed an innovative and flexible retirement solution that provides your clients with a seamless transition into retirement.
Aviva: New report: Rethinking Retirement in the UK 2013
As one of the UKs largest pensions and retirement provider, we dont just want to be market leaders - we want to lead the retirement market.
New report: Rethinking Retirement in the UK 2013
As one of the UKs largest pensions and retirement provider, we dont just want to be market leaders - we want to lead the retirement market.
Aviva: New report: Rethinking Retirement in the UK 2013
We set out key changes that we believe will help the next generation of retirees.
Challenges and opportunities, asking the big questions
The changing landscape presents significant challenges and opportunities. Asking the big questions from intermediaries and industry experts, Helen Morrissey, Editor of Retirement Planner, puts Scottish Widows on the spot.
Challenges and opportunities, Asking the big questions
The changing landscape presents significant challenges and opportunities. Asking the big questions from intermediaries and industry experts, Helen Morrissey, Editor of Retirement Planner, puts Scottish Widows on the spot
Metlife - Understanding the importance of retirement planning
MetLife, Capacity for Loss roundtable
Metlife strengthens service focus with new appointment
MetLife is increasing its focus on customer service for both advisers and clients with the appointment of Shirley Fell as its Chief Operations Officer, UK.
Metlife expands focus on capacity for loss with masterclasses
MetLife is expanding its campaign of support for advisers addressing clients understanding of Capacity for Loss with a series of masterclasses across England, Wales and Northern Ireland.
Asset.tv - Scottish Widows - Using CIPs to accommodate your clients' variety
In the report: The FSA; Providing guidance; An example of good practice; Investment solutions;
Metlife focuses on capacity for loss
In response to FSA guidance and adviser demand, MetLife has launched a Capacity for Loss toolkit.
Partnership: EU Gender Directive: Less than 6 weeks to go!
With the EU Gender Directive approaching fast, its important to act fast. We anticipate that ceding schemes will only become busier during the final few weeks and to avoid getting caught up in any backlogs, submit business as soon as possible.
Scottish Widows Retirement Account offers a range of pension investment solutions
The Scottish Widows Retirement Account provides many of the pension investment solutions you need, from retirement planning to drawdown, within one policy.
Scottish Widows Retirement Account offers a range of pension investment solutions
The Scottish Widows Retirement Account provides many of the pension investment solutions you need
AXA Global Distributors: Focus on dealing effectively with difficult income drawdown reviews
We are coming across many advisers who have clients going through their GAD review.
LV= REPORT CLARIFIES ROLE OF FIXED TERM ANNUITIES
Retirement specialist LV= has published a Fact and Fiction report for advisers, to highlight the various personal circumstances and market changes which make fixed term annuities a beneficial choice for clients
BlackRock: Earning the income you need for the lifestyle you require
Income means different things to different people, whether youre a retiree trying to pay bills and keep ahead of inflation, a homeowner paying a mortgage or a parent saving for your childrens future.
LV= REVEALS GENDER PLANS FOR ANNUITIES
Retirement specialist LV= will be accepting gender specific annuity business up until 20 December 2012[1]. It is changing the point at which an annuity contract is formed, ahead of the EU Gender Directive coming into force on 21 December G Day.
LV= launches marketing toolkit for advisers
Retirement specialist LV= has launched a marketing toolkit to help advisers discuss retirement planning with their clients.
LV= Nearly two million retirees cashing in on home to fund retirement
Over a quarter (28%) of working homeowners over 50 (1.9 million people) plan to access the equity in their home to help fund their retirement, according to retirement specialist LV=, dubbing them the HIPpies (home is pension) generation.
Partnership: Universal Deferred Payment Scheme
In amongst the recent Social Care White Paper and related announcements, the Government outlined its proposal to introduce a Universal Deferred Payment Scheme.
LV: Announces additional annuity master-class
Retirement specialist LV= is hosting an additional investment linked annuity master-class with expert adviser, Billy Burrows.
Axa Global Distributors: Its all about the Income Rate are you sure your clients have the highest?
Its all about the Income Rate are you sure your clients have the highest?