Investment Perspectives from RSMR
The Investment Perspectives podcast from RSMR helps financial advisers understand the economic landscape by analysing current events from an expert investment perspective.
With two decades of experience delivering independent fund ratings to advisory businesses, our forward-looking research process is dedicated to constant market monitoring and assessment. Our investment team is a fountain of knowledge and as Client Engagement and Marketing Manager at RSMR, I’m always looking for ways to get RSMR commentary out there. Tailored for professional financial advisers, our monthly podcasts aim to inform and provoke thought.
Each month I talk to one of our team about a pertinent global event or topic, delving into discussions about implications through an investment perspective lens. The podcast not only features insights from our accomplished investment team but also perspectives from our account management team – a unique angle fueled by their direct interactions with financial advisers.
Investment Perspectives from RSMR
Retirement Planning - navigating the unknown
With changes in pension regulations, tax treatment, and investment strategies shaping how advisers support clients, retirement planning has undergone significant transformation over the years.
Historically, HMRC emphasised that pensions were solely for providing income in retirement, but legislative changes have led to a shift in approach.
With further changes in the pipeline from April 2027, advisers are having to adapt to the evolving landscape as it unfolds.
- What’s happening in pension planning?
- What are the four broad retirement investment approaches to consider?
- How can we navigate the future of retirement planning?