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Retirement

Investment

It's ISA time for the 50s and over!

If you are 50 years of age or celebrating your fiftieth birthday between 6 October 2009 and 5 April 2010 and have been considering putting a little bit more money away into an Individual Savings Account (ISA), now is the time to take advantage.

clock 25 August 2009 •

Investment

Row breaks out over banker pension protection

Former Downing Street pensions' adviser Ros Altmann has lashed out at the Government's commitment to bankers' pensions.

clock 24 August 2009 •

Income

Advisers bemoan retirement options naivety

The vast majority of advisers are concerned people are saving "too little too late" for their retirement, research suggests.

clock 19 August 2009 •

Estate planning

IHT charges upped to 3%

Charges on inheritance tax (IHT) payments made after the six month deadline are increasing, the Treasury has announced.

clock 17 August 2009 •

Income

Pension wake-up packs 'arrive years too late'

Provider ‘wake-up' letters to pension clients nearing retirement arrive years too late, are too complex and should be scrapped, Just Retirement says.

clock 14 August 2009 •

Income

Scottish Life upgrades income drawdown help for IFAs

Scottish Life has updated its series of technical information leaflets on income drawdown for financial advisers.

clock 14 August 2009 •

Investment

Better Business: John Moret on pension transfers

John Moret, director of sales and marketing at Suffolk Life, examines recent reports from the FSA concerning pension transfers and explains how the industry is likely to change

clock 13 August 2009 •

Income

LV= joins decumulation action group

LV= has become the latest firm to join the decumulation action group headed by Tom McPhail.

clock 12 August 2009 •

Investment

Pensions regulator predicts working until 70

Government plans to gradually raise the retirement age to 68 may be increased to 70, the head of the Pensions Regulator predicts.

clock 10 August 2009 •

Income

Annuitisation - friend or foe?

In the first of our new series of comment pieces, Helen Morrissey and David Stevenson give their views on annuitisation.

clock 01 August 2009 •
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