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Retirement

Estate planning

Taxing times ahead

Recent changes to income tax and National Insurance contributions can have a big effect on how clients pay into their pension. Andrew Tully highlights what effect these changes will have

clock 01 April 2008 •

Technology

Harnessing innovation

Richard Mein assesses how the latest technological innovations can help advisers

clock 01 April 2008 •

Estate planning

Tried and tested solutions

Despite change in the inheritance tax planning arena there remain some highly effective solutions. Robert Meyer goes through the options

clock 01 April 2008 •

Investment

Finance Bill pension rule a 'step to simplification'

A change in the Finance Bill allowing some people to take more of their pension benefits as a tax-free lump sum represents a "small step in the right direction to true simplification", says Standard Life.

clock 31 March 2008 •

Investment

Talking about my generation

I thought The Who song would be an appropriate title for my first blog for IFAonline . When Life Trust launched in January I think there may have been many IFAs asking "who?" However the impact that increasing longevity is having on the retirement planning...

clock 31 March 2008 •

Investment

O'Brien proposes early FAS payments for ill workers

People who have to stop working due to ill health will receive early help from the Financial Assistance Scheme (FAS), says Pensions Minister Mike O'Brien.

clock 28 March 2008 •

Investment

Pensions so far immune to credit crunch - Mercer

THE credit crunch and investment market volatility have so far not had a material effect on pension schemes, according to Mercer.

clock 27 March 2008 •

Investment

Watson Wyatt appoints three DC consultants

Watson Wyatt has appointed three consultants to its Bristol defined contribution (DC) pensions team.

clock 27 March 2008 •

Investment

Scottish Life appoints pensions managers

Scottish Life has appointed Joe McGrath and Ken Tymms as corporate pensions managers to work on the provider's defined benefit (DB) business.

clock 25 March 2008 •

Investment

Ignore annuities at your peril - Just Retirement

JUST Retirement has warned retirees that if they defer purchase of an annuity now because of uncertain and volatile market conditions, they could face significant shortfalls in their retirement income.

clock 25 March 2008 •
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