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Income

Tax planning

Unnecessary punishment: Ill-health pension transfers risk IHT trap

IHT technicality could hit people with impaired life expectancy

clock 23 November 2015 •

Regulation

DWP may simplify GAR valuations for £30k advice threshold

The Department for Work and Pensions (DWP) may simplify the way it calculates the value of personal pensions with a guaranteed annuity rate (GAR) to make it easier for parties to understand when independent financial advice is required.

clock 23 November 2015 •

Pensions

State pension: Fifth better off with new flat rate

Single rate of about £155 per week set to be introduced in April

clock 20 November 2015 •

Income

How to select the right drawdown investment provider

Research takes a lot of time and effort to do well

clock 20 November 2015 •

Income

Axa Wealth launches 'drip feed' drawdown option

Product change after freedom and choice

clock 19 November 2015 •

Pensions

Retirement confidence comes from regular saving, research shows

Pension saving 'is good for you'

clock 18 November 2015 •

Pensions

Second-hand annuities: Fraud and money laundering pose real risk

Fraudsters don't stick to just one scam

clock 17 November 2015 •

Income

Delicate conversation: Why putting LPAs in place for clients matters

The adviser's role in establishing LPAs

clock 16 November 2015 •

Income

State pension changes were 'mis-sold' to public, Ros Altmann admits

Pensions minister: 'I really feel for the affected women'

clock 12 November 2015 •

Regulation

Abbey Life ordered to pay saver £10k for GAR omission

The Pensions Ombudsman has ordered Abbey Life to pay almost £10,000 to a scheme member for failing to inform her that she had a guaranteed annuity rate (GAR).

clock 09 November 2015 •
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