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Retirement

Estate planning

A little discretion please

Geoffrey Shindler takes a detailed look at discretionary trusts

clock 01 February 2009 •

Equity release

Driving momentum

Andrea Rozario looks at what considerations need to be taken into account when planning to take out equity release

clock 01 February 2009 •

Equity release

A time to dare

Duncan Young takes a look at the challenges the equity release market needs to address if it is to increase market share

clock 01 February 2009 •

Investment

Employers not getting value from pension spend

Less than 20% of employers believe they are currently getting full value from the money they spend on employees' pensions, research by Watson Wyatt reveals.

clock 30 January 2009 •

Investment

Investors switch to stocks and shares ISAs

Investors are increasingly switching from cash ISAs to stocks and shares ISAs in order to achieve a higher return.

clock 29 January 2009 •

Investment

PPF appoints Rubenstein as new chief executive

The Pension Protection Fund has appointed Alan Rubenstein as its new chief executive.

clock 29 January 2009 •

Protection

L&G's UK sales climb 3%

Legal & General saw new business rise 3% during a tough 2008 as growth in the pensions and retirement market offset falling sales elsewhere.

clock 29 January 2009 •

Economics / Markets

Investors switch to stocks and shares ISAs

Investors are increasingly switching from cash ISAs to stocks and shares ISAs in order to achieve a higher return.

clock 28 January 2009 •

Investment

Stan Life pension sales dived 25% in Q4

Standard Life's UK life and pensions sales plummeted 25% in the final three months of 2008 as the financial crisis gripped the nation.

clock 28 January 2009 •

Investment

Pension schemes up life expectancy assumptions

Schemes have increased life expectancy assumptions used for funding valuations by 11 months in reaction to regulatory pressure, Mercer says.

clock 27 January 2009 •
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