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Retirement

Estate planning

Useful solutions

Margaret Jago discusses the use of discounted gift trusts in inheritance tax planning

clock 01 February 2010 •

Investment

Short-term prospects

The long-term attractiveness of pensions for very high earners was put in further doubt as a result of the changes within the pre-budget report in December.

clock 01 February 2010 •

Income

Stepping into a life of ease

Helping retirees to get the best income possible from their small pension pots is proving to be a real challenge for the industry. Helen Morrissey takes a look at the options available

clock 01 February 2010 •

Pensions

Retraction: SIPP row breaks out over third-party compliance

In a story published on 27 January regarding systems and controls for the SIPP industry, we incorrectly reported that Christine Hallett, CEO of Carey Pensions, thought Rowanmoor Pensions, MW Pensions and Freedom SIPP had poor systems and controls.

clock 29 January 2010 •

Investment

Private equity firm buys Xafinity

Xafinity, which provides pension administration services including SIPPs, has been bought by a US private equity firm for an undisclosed sum.

clock 28 January 2010 •

Pensions

PPF man Churchill named as NEST Corporation chairman

Lawrence Churchill is to leave the Pension Protection Fund to become the first chairman of NEST Corporation.

clock 26 January 2010 •

Investment

Cost of DC investment guarantees pushed on to members

Member fees will increase if investment guarantees are introduced into workplace defined contribution schemes, MetLife Europe warns

clock 25 January 2010 •

Income

Annuity rates down 1.5% in six months

Annuity rates fell by an average of over 1.5% in the latter half of 2009, according to figures from MGM Advantage.

clock 25 January 2010 •

Investment

Confusing pension system could slow recovery

The confusing nature of UK pensions is damaging competitiveness and could stymie the recovery from recession, top industry figures warn.

clock 21 January 2010 •

Pensions

Flexible SIPP/SSAS bank accounts from Investec Private Bank

Investec Private Bank

clock 19 January 2010 •
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