Retirement

Adrian Walker highlights the merits of spousal bypass trusts

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.

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

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

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

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

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

Norwich Union will offer nearly one million with-profits policyholders £1bn in reattribution to forgo any possible future inherited estates payouts.

Standard Life Assurance has pipped its peers to the post in revealing its intention to accommodate the transfer of protected rights to its SIPP offering.

Almost half of all UK workers do not know about Government tax incentives for pension saving, according to B&CE Benefit Schemes.