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Retirement

Investment

Breaking the rules

At least 2,000 SSAS cases in the UK could face penalties for not fulfilling the role of scheme administrator correctly. Richard Mattison examines what has gone wrong and how to rectify the situation

clock 01 February 2010 •

Estate planning

Alive and kicking

Kevin Dean highlights the importance of carrying out thorough inheritance tax planning

clock 01 February 2010 •

Investment

The worst financial hangover

December's pre-Budget report announced measures to try to stave off the worst effects of the financial crisis.

clock 01 February 2010 •

Equity release

Punching above its weight

Equity release may have endured turbulent times but Peter Welch believes the future is bright

clock 01 February 2010 •

Pensions

Points of view

Matt Ward takes a look at Defaqto's latest research into consumers' views on retirement saving

clock 01 February 2010 •

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 •
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