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Retirement

ISAs

Question: What impact will the Budget have on people coming up to retirement, and how will it affect how advisers deal with their clients' retirement savings?

Each month, we ask our industry to answer one big question!

clock 01 June 2009 •

Equity release

Putting your mind at rest

Claire Barker goes through the legal issues clients will need to be aware of when considering equity release

clock 01 June 2009 •

Investment

Part-time SSAS admins put schemes 'at risk'

SSAS members could face huge tax charges if their accounts are not in order, and advisers should make their clients aware of the risks involved of using a part-time administrator, warns Hazell Carr.

clock 29 May 2009 •

Investment

DC pots worth less than cash contributions

Many defined contribution members' pension pots are worth less than the cash contributions into them, PricewaterhouseCoopers research reveals.

clock 29 May 2009 •

Investment

Pensions minister claimed for 'soundproofing' bedroom

Pensions minister Rosie Winterton submitted claims for "soundproofing" the bedroom of her London home and received thousands of pounds for gardening and decorating, latest Telegraph revelations reveal.

clock 29 May 2009 •

Investment

Tax on pension switching 'unfairly' penalises smaller schemes

The Government's anti-forestalling rules for higher rate tax relief are putting SIPPs and smaller pension schemes at a huge disadvantage to larger group schemes, industry experts say.

clock 29 May 2009 •

Investment

Pension switching tax 'unfair' on smaller schemes

The Government's anti-forestalling rules for higher rate tax relief are putting SIPPs and smaller pension schemes at a huge disadvantage to larger group schemes, industry experts say.

clock 29 May 2009 •

Investment

Laptop stolen with details of 109,000 pension fund members

A laptop containing the unencrypted personal data of 109,000 Pensions Trust members has been stolen from software provider NorthgateArinso.

clock 28 May 2009 •

Investment

Budget proposals will 'damage' occupational schemes

Three-quarters of scheme managers believe Budget proposals to restrict higher-rate tax will have negative consequences for occupational schemes.

clock 28 May 2009 •

Investment

Personal accounts - why they need to be a success

I recently had an email from Personal Accounts Delivery Authority (PADA). It was a response to all participants in the consultation on retirement income options for personal accounts members, and had been sent to all those who submitted a response.

clock 28 May 2009 •
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