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Pensions

Tax Planning

Case Study Classics: How would you handle this death benefits assignment?

Professional Adviser's crack team of retirement advisers tackles a devilish case study...

clock 07 April 2015 • 9 min read

Investment

Rowanmoor adds single investment option to post-freedoms SIPP

Rowanmoor Group has added a single investment option to its new post-retirement-freedoms SIPP, with reduced set-up and administration fees.

clock 07 April 2015 •

Income

Just 8% eye taking pension 'in one go'; drawdown dominates - research

Fewer than one in ten of those with pension queries following the roll-out of the retirement 'freedoms' on 6 April were looking to withdraw their savings in full, research suggests.

clock 07 April 2015 •

Income

Parmenion adds extra drawdown options to in-house SIPP

Parmenion has added four withdrawal options to its in-house self-invested personal pension (SIPP) offering, including uncrystallised lump sum (UFPLS).

clock 07 April 2015 •

Income

Why the world of pension transfers has changed forever

Why advisers' approach to final salary pensions has changed forever

clock 02 April 2015 •

Pensions

Helping hand: Why ordinary savers will need more than Pension Wise

Why ordinary savers will need more than Pension Wise

clock 01 April 2015 •

Income

Armchair Critic: Five reasons I might sell my annuity

Five reasons I might sell my annuity

clock 30 March 2015 •

Regulation

Government urged to ban DB to DC transfers; call dubbed 'not practical'

The government is being urged to ban defined benefit to (DB) to defined contribution (DC) pension transfers to minimise "complexity and confusion" once the 6 April retirement 'freedoms' are rolled out.

clock 30 March 2015 •

Pensions

Three things clients may call you about this week

Three things clients may call you about this week

clock 30 March 2015 •

Regulation

Watchdog investigates as pension data sold for as little at 5p - reports

The information watchdog is to investigate claims pension data is being sold to fraudsters and cold-callers for as little at 5p without consent, according to reports.

clock 30 March 2015 •
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