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Retirement

Pensions

Q&A: AJ Bell's Billy Mackay

Retirement Planner caught up with AJ Bell's marketing director Billy Mackay to discuss their recent win at the Professional Adviser Awards

clock 25 February 2010 •

Investment

Falling foul of the rules

Gerry Brown takes a look at an example of how people can fall foul of pension rules and incur hefty tax charges

clock 25 February 2010 •

Income

The Big Interview: Mark Stopard

Helen Morrissey talks to Mark Stopard about Sun Life Financial of Canada's acquisition of Lincoln Financial and how they will look to develop the variable annuity market

clock 25 February 2010 •

Investment

Standard Life SICAV range set for Netherlands

Standard Life Investments is to make its Luxembourg-domiciled SICAV fund range available to Dutch investors after receiving public distribution status from the Netherlands Authority for the Financial Markets (AGM).

clock 24 February 2010 •

Investment

Conservatives unveil key principles for pension reform

The Conservatives will aim to restore the health of occupational pensions, shadow work and pensions secretary Theresa May says.

clock 23 February 2010 •

Pensions

Warning on SIPP and SSAS property rules

SIPP and SSAS clients may need to re-examine any loans secured against taxable property following a clamp-down by HMRC.

clock 22 February 2010 •

Pensions

Pension reform offers huge opportunity for advisers - PADA

Nine out of ten UK companies intend to seek professional advice on the impact of pension reform, according to the Personal Accounts Delivery Authority (PADA).

clock 22 February 2010 •

Investment

Palmer's Pensions: This one is broken and does need fixing...

A favoured phrase among politicians, both across the pond and here in Blighty, the old adage ‘if it ain't broke, don't fix it' has become all too good an excuse for total inertia.

clock 22 February 2010 •

Investment

Quarter of a million GPP members miss out on higher rate tax relief

The time limit on claiming higher rate tax relief on pension allowances is set to be cut from six to four years from 6 April, Standard Life warns.

clock 22 February 2010 •

Investment

Osborne urged to forge links with finance industry

The Conservative Party has been urged to forge closer links with the financial services industry to help it develop its savings policies.

clock 19 February 2010 •
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