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Retirement

Equity release

Turning of the tide

It's been one year since home reversions became regulated. Simon Little looks at the impact this has had on the equity release market

clock 01 May 2008 •

Income

Getting the right balance

It's fair to say that annuities have been given a pretty rough ride in recent years. There have been plenty of articles in the press, including Retirement Planner, highlighting the benefits of alternatives such as income drawdown and ASP. However, in...

clock 01 May 2008 •

Estate planning

The evolution of IHT

Paul Wright goes through the options available to clients looking to make inheritance tax provisions

clock 01 May 2008 •

Regulation

Practise what you preach

TCF's core objective is to improve consumer understanding of financial services. Head of the initiative, Nausicaa Delfas, tells Peter Carvill about her hopes to see a fully integrated agenda within firms

clock 01 May 2008 •

Investment

Property props up pensions

Philip Ingman highlights the role property can play in a retirement planning portfolio

clock 01 May 2008 •

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 •
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