Pensions Round-up September edition
Royal London Pension - Adviser
The latest pensions and investment news for financial advisers and industry professionals.
Welcome to the latest edition of Pensions Round-up - your pensions news and industry updates from Royal London.
Featured articles
Having your clients’ pension pots in one place can reduce your admin time and allow you to focus on what you do best – giving financial advice.
If someone’s no longer living in the UK when they take their pension benefits, this may affect how their private pension benefits are paid. This article talks about how their benefit options may be limited and how they may be taxed.
Royal London’s e-service platform is designed to empower financial advisers by providing a suite of tools and resources that can be accessed at any time, from anywhere. This shift not only saves time but helps you provide prompt and accurate information to your clients.
Join the webinar on Thursday 21 November 2024, 12pm-12:45pm, which will be delivered by a cancer awareness nurse trainer from the Talk Cancer programme. Topics covered include spotting signs and symptoms and cancer screening programmes.
As sponsor of the Pension Attention campaign , we’re inspiring your clients to face their future and plan for retirement with confidence.
See some of the ways they can help pay their pension some attention here.
Investment insights
Discover our latest content and useful resources to help support your ongoing investment conversations.
From leveraging the latest technology to moving towards a more goal-based planning strategy, hear from our investment experts, about how you can boost efficiency to develop a unique customer-first approach and grow their investment solutions.
Trevor Greetham, Head of Multi Asset at Royal London Asset Management, has made a tactical change to the asset allocation of the Governed Portfolios (GPs) and Governed Retirement Income Portfolios (GRIPs).
Join Trevor Greetham’s live webinar, on 9 October at 2pm highlighting the market activity over the past quarter, the current positioning on the investment clock and an outlook for the year ahead.
Employer news
In this month’s issue of Pension Matters, we’ve created resources to help employees decide if a pension transfer might be right for them, we’re pleased to offer extra support and guidance on contribution monitoring, and we’ve also launched our pension contribution tool.
The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. ?The firm is on the Financial Services Register, registration number 117672. ?It provides life assurance and pensions. ?Registered in England and Wales, company number 99064. ?Registered office: 80 Fenchurch Street, London, EC3M 4BY.
Royal London Marketing Limited is authorised and regulated by the Financial Conduct Authority and introduces Royal London's customers to other insurance companies. The firm is on the Financial Services Register, registration number 302391. ?Registered in England and Wales company number 4414137. ?Registered office: 80 Fenchurch Street, London, EC3M 4BY. The Royal London Group registered VAT number is 368 5244 27.
September 2024 | N P EM 0085