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Investment

Investment

Is lifestyling the answer?

Michael Rudge asks whether clients should still look to use lifestyling investment strategies during volatile investment markets

clock 01 August 2008 •

Investment

The ISA-ing on the cake

Matthew Craig assesses the role of ISAs in helping people to get more from their retirement savings

clock 01 August 2008 •

Investment

Ethical dilemma

As ethical funds continue to grow in popularity Andrew Gadd takes a look at some of the issues advisers and their clients will need to consider if they are looking to invest.

clock 01 August 2008 •

Investment

CAR conflict for pension contracts - Skandia

Customer Agreed Remuneration (CAR) could result in an 'unauthorised payment' and tax penalties if applied to pensions contracts, warns Skandia.

clock 31 July 2008 •

Investment

Call for crackdown on DB transfer cash inducements

Paternoster is calling for regulators to impose a clear framework for companies offering cash inducements to DB members transferring out of a scheme.

clock 31 July 2008 •

Investment

FSA review puts annuity firms under TCF spotlight

Annuity firms must do more to ensure the fair treatment of pension customers, an FSA review into the Open Market Option (OMO) says.

clock 31 July 2008 •

Investment

Life Trust expands LIP product range

Life Trust insurance is expanding its Longevity Income Plan (LIP) product range by now offering six plans.

clock 30 July 2008 •

Investment

NU offers £1bn in with-profits reattribution

Norwich Union will offer nearly one million with-profits policyholders £1bn in reattribution to forgo any possible future inherited estates payouts.

clock 30 July 2008 •

Investment

Standard Life SIPP to accommodate protected rights

Standard Life Assurance has pipped its peers to the post in revealing its intention to accommodate the transfer of protected rights to its SIPP offering.

clock 29 July 2008 •

Investment

Half of UK ignorant on pension tax incentives

Almost half of all UK workers do not know about Government tax incentives for pension saving, according to B&CE Benefit Schemes.

clock 29 July 2008 •
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