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Income

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 •

Income

Postcode lottery

The use of postcodes in calculating annuities has always been controversial. Helen Morrissey finds out the pros and cons of using this approach

clock 01 November 2007 •

Income

Rainy days ahead: get saving

Ian Price takes a look at the issues surrounding tax free cash and highlights the issues advisers need to take into account

clock 01 November 2007 •

Income

For your consideration

Ian Owen takes us through the key issues advisers need to consider when choosing the right annuity for their client

clock 01 October 2007 •

Income

Weigh up the options

Bob Perkins weighs up the pros and cons of third way products. Are they a true "third way" or just "smoke and mirrors"?

clock 01 October 2007 •
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