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Income

Income

Clearing the hurdles

A recent Prudential roundtable gave providers and advisers the opportunity to talk about the current issues affecting the at-retirement market. Helen Morrissey highlights the main areas discussed

clock 01 January 2008 •

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Make the right choices

Ensuring clients are fully aware of the open market option is a good way to ensure advisers and providers treat customers fairly says Kim Lerche-Thomsen

clock 01 January 2008 •

Income

Raising the standards

The open market option (OMO) is a highly valuable tool that is nevertheless woefully underused. Bernard Footitt discusses the inefficiencies that hamper the OMO's operation and puts forward ways to make it better

clock 01 January 2008 •

Pensions

Question: In your opinion what has been the most interesting development in the retirement planning market in 2007? How do you think it will develop over the coming year?

Each month, we ask our industry to answer one big question!

clock 01 January 2008 •

Investment

Gaining knowledge the easy way

Retirement Planner recently staged its first event, the retirement planning e-symposium. Helen Morrissey writes about the issues discussed during the day

clock 01 December 2007 •

Income

Making the most of it

While the average pension pot continues to languish around the £30,000 mark people need advice on how to get the most from their savings. Mike Morrison goes through some of the options

clock 01 December 2007 •

Income

GAD damn it!

Third way products were dealt something of a blow when the government refused to amend the tax rules around GAD limits. Helen Morrissey looks at what effect this decision has had on the market and what providers and advisers need to do to move the situation...

clock 01 December 2007 •

Investment

HMRC confirms USP/ASP withdrawals as income for IHT

HM Revenue & Customs (HMRC) has announced it considers withdrawals taken from unsecured pensions (USP) or alternatively secured pensions (ASP) as income for inheritance tax (IHT) purposes.

clock 22 November 2007 •

Income

Income options

Helen Morrissey talks to a panel of experts about the prospects for annuities and drawdown

clock 01 November 2007 •

Income

Keeping house

Property is playing an increasingly important role in many people's retirement planning. Wilf Altman discusses the different ways in which it can be used

clock 01 November 2007 •
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