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Retirement

Estate planning

New rules, old game

Geoffrey Shindler goes through the options available to those looking to mitigate their inheritance tax liability

clock 01 May 2008 •

Regulation

Cream of the QROPS

Mike Morrison highlights the issues surrounding Qualifying Recognised Overseas Pension Schemes (QROPS)

clock 01 May 2008 •

Pensions

Mastering the SIPP world

When Suffolk Life launched its MasterSIPP it provided advisers with an innovative way for clients to self invest their protected rights. Helen Morrissey takes a look at the product

clock 01 May 2008 •

Income

Dreaming of retirement

While property can form an important part of retirement planning it would be unwise to think a pension income can be replaced by downsizing. Andrew Tully takes a look at the facts

clock 01 May 2008 •

Investment

DC trustees question member knowledge

Six in ten trustees sitting on defined contribution (DC) pension fund boards think their members are unaware of how much their pension is worth, research suggests.

clock 29 April 2008 •

Investment

LV= launches with-profit pension annuity

LV= has launched an Enhanced With-Profit Pension Annuity offering more investment choice and higher levels of income in retirement.

clock 28 April 2008 •

Investment

Just Retirement sales up 12% in Q1

Just Retirement has announced group total sales were £184.7m in Q1 to March 31 2008, up 12.1% on the same period last year.

clock 28 April 2008 •

Investment

Reliance Mutual to complete acquisition four years late

Reliance Mutual Insurance Society will finally complete the acquisition of 25,000 Family Investments pension policies after four years.

clock 25 April 2008 •

Investment

IFAs predict pensions savings slump

NEARLY one in three (29pc) IFAs expects to see clients saving less into their pensions this year as stock market volatility and the credit crunch hit home, according to research from MetLife.

clock 25 April 2008 •

Investment

IMA backs controversial AMC for personal accounts

The Investment Management Association (IMA) has put its weight behind an AMC for personal accounts, despite recent research from the Personal Accounts Delivery Authority showing consumers thought the structure would be unfair.

clock 24 April 2008 •
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