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Retirement

Investment

Top tips to keep your pensions business moving

Now the stakeholder pensions deadline has passed, the initial priority is no longer advising employers about scheme designation. However, there are several other pensions issues which you could discuss with your clients to ensure they get the best possible...

clock 15 November 2003 •

Investment

Weighing up the options - stakeholder or AVC?

Article for IFAonline by Ian Naismith, Head of Marketing & Sales Technical, Scottish Widows.

clock 15 November 2003 •

Investment

Because sometimes experts have questions too...

The world of pensions has never been so complex. When you need technical help, whether it's just checking facts or looking for in-depth analysis....who can you look to?

clock 16 October 2003 •

Equity Release

Home grown

post-retirement focus

clock 01 October 2003 •

Investment

Pensions portability in a shrinking world

The UK government desperately wants the British population to start saving more for their retirement in a bid to plug the pension black hole. But with recent events like the Equitable Life fiasco still fresh in mind - where, in some case, policyholders...

clock 26 August 2003 •

Investment

Will moving abroad axe your pension?

Working and living in different countries has become more and more common over the past couple of years, and thousands of Brits leave the UK each year to start a new life elsewhere overseas.

clock 20 August 2003 •

Estate planning

Assignments of life policies and taxation

Chris O'Neill looks at the tax consequences of assignments of life policies and the tax planning opportunities the rules offer

clock 24 July 2003 •

ISAs

A happy birthday for Tessa holders

Billions of pounds worth of Tessa money is set to mature this year as the popular tax-free savings p...

clock 10 July 2003 •

Pensions

James Hay wins Prudential Ssas business

James Hay Pension Trustees has been awarded the outsourcing contract of Prudential's Small Self-Admi...

clock 19 June 2003 •

Retiring Abroad

Strategic tax havens for a wealthy group of retirees

ignoring tax abroad used to work, but fiscal authorities are now waking up to this fact

clock 09 June 2003 •
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