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Retirement

Estate planning

Guiding through the gifting process

Julie Hutchison clarifies the issues surrounding making gifts out of income

clock 01 August 2008 •

Investment

The ISA-ing on the cake

Matthew Craig assesses the role of ISAs in helping people to get more from their retirement savings

clock 01 August 2008 •

Pensions

Protecting your future

Ray Chinn discusses the growth in the SIPP market and reminds us that there's no such thing as a free lunch

clock 01 August 2008 •

Estate planning

Bypassing the IHT bills

Adrian Walker highlights the merits of spousal bypass trusts

clock 01 August 2008 •

Investment

Ethical dilemma

As ethical funds continue to grow in popularity Andrew Gadd takes a look at some of the issues advisers and their clients will need to consider if they are looking to invest.

clock 01 August 2008 •

Investment

CAR conflict for pension contracts - Skandia

Customer Agreed Remuneration (CAR) could result in an 'unauthorised payment' and tax penalties if applied to pensions contracts, warns Skandia.

clock 31 July 2008 •

Investment

Call for crackdown on DB transfer cash inducements

Paternoster is calling for regulators to impose a clear framework for companies offering cash inducements to DB members transferring out of a scheme.

clock 31 July 2008 •

Investment

FSA review puts annuity firms under TCF spotlight

Annuity firms must do more to ensure the fair treatment of pension customers, an FSA review into the Open Market Option (OMO) says.

clock 31 July 2008 •

Income

Standard Life launches retirement planner tool

Standard Life has launched a retirement planning tool for advisers to model client retirement scenarios.

clock 30 July 2008 •

Investment

Life Trust expands LIP product range

Life Trust insurance is expanding its Longevity Income Plan (LIP) product range by now offering six plans.

clock 30 July 2008 •
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