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Retirement

Investment

A matter of trust

Investment trusts are an important tool for retirees to consider, says Julie Dent

clock 01 October 2007 •

Estate planning

The next move

Important changes to accumulation and maintenance trusts mean that advisers need to be on the ball to ensure unnecessary charges are not incurred. Julie Hutchison outlines the options

clock 01 October 2007 •

Income

Deep impact

Inflation has a huge impact on people's retirement savings. Aston Goodey talks about the options available to advisers looking to maximise their clients' savings

clock 01 October 2007 •

Income

Getting the message out there

Third way products have been present in the UK marketplace for a year but what kind of an impact are they having? Helen Morrissey finds out

clock 01 October 2007 •

Income

Keeping the balance

Recent innovation in the UK retirement market has brought a generation of products offering both stability and flexibility. Christopher Reed takes a look at their future prospects

clock 01 October 2007 •

Estate planning

Where there's a will ..

With the price of average London property now exceeding the current nil-rate band, the need for inheritance tax (IHT) planning has never been greater. Gerry Warner considers some effective ways of mitigating the potential tax charge

clock 01 October 2007 •

Equity release

Testing times

Taking home reversion exams could open doors to a profitable new business, says Nigel Hare-Scott

clock 01 October 2007 •

Pensions

Question: Do you believe that SIPP providers are continuing to struggle to meet the increased demand for SIPPs post A-Day? If so, what impact do you think this will have on the industry?

Each month, we ask our industry to answer one big question!

clock 01 October 2007 •

Income

A rose-tinted future

According to the latest AEGON research the UK population has lost the habit of saving for retirement. Rachel Vahey highlights the consequences of allowing this to continue

clock 01 October 2007 •

Investment

Equitable Life transfer vote worries action group

An eleventh-hour bid to encourage Equitable Life with-profit annuitants to vote in favour of transferring their policies to Prudential will do little to quell scepticism over the move.

clock 28 September 2007 •
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