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Retirement

Estate planning

STEP creates model will clause to boost charitable giving

The Society of Trust and Estate Practitioners (STEP) has drafted a model clause for wills in response to government plans to reduce inheritance tax for charity donors.

clock 17 February 2012 •

Pensions

Retirement ages rose one year since 2004, says ONS

Average retirement ages rose by almost one year between 2004 and 2010 according to research published by the Office for National Statistics (ONS).

clock 16 February 2012 •

Investment

Pension schemes plan to sue Lloyds directors

Three of the country's largest pension schemes are in talks to join a lawsuit against Lloyds TSB directors for allegedly misleading investors over the Halifax Bank of Scotland (HBOS) merger.

clock 16 February 2012 •

Income

One in 10 will delay retirement in 2012

Over ten per cent of people who had planned to retire during 2012 are now making alternative arrangements, according to research from Prudential.

clock 15 February 2012 •

Regulation

Aegon pays off client's mortgage after pension blunder

Aegon has been ordered to pay a customer £10,500 in compensation after it told him he would receive double the pension income he was actually due.

clock 10 February 2012 •

Investment

Should we have more time to prepare for fixed protection?

Andy Zanelli asks whether the deadline for fixed protection needs to be amended

clock 08 February 2012 •

Investment

Pensions warning as mortality rate improves

The mortality rate in England and Wales continued to improve last year, prompting actuaries to warn of a knock-on effect on pensions.

clock 07 February 2012 •

Income

NAPF proposes national annuity brokerage

The National Association of Pension Funds (NAPF) has proposed a nationalised brokerage system to help retirees get the best annuity rate and reform the current "toxic system".

clock 06 February 2012 •

Economics / Markets

Five things your clients will call you about this week

It's our round-up of the stories your clients may have read in the national newspapers over the weekend...

clock 06 February 2012 •

Pensions

Employers' interest in NEST plummets

Just one in 20 employers intends to use the National Employment Savings Trust (NEST) for auto-enrolment, according to Punter Southall research.

clock 01 February 2012 •
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