SIPP operators are not responsible for providing sustainability reports or for vetting each application they receive for suitability of advice, the FSA's Small Firms and Contact Division has confirmed.
Question: My clients are using a variety of Income Drawdown services, which thankfully keeps me on my toes as I constantly review the pension funds on a regular basis which involves looking at the sustainability of the income and reviewing the investment...
Personal accounts are under threat as just one-in-five members of the public say they will remain enrolled in the proposed Government pension scheme, AXA research suggests.
Despite an increasingly busy fourth quarter for many in the industry, it is unlikely to have escaped too many people's notice that the possible impact of the "Solvency II" directive on annuities is already attracting a lot of negative and nervous attention....
Philip Brown and Simon O'Connor discuss with Helen Morrissey how variable annuities are regarded within the market and whether new products are likely to be able to make an impact
All 50,000 pages of current pension legislation would be the first item into SIPPs Room 101, Suffolk Life marketing director John Moret says...
L&G has come out against recent Aviva proposals for a standardised 30% rate of tax relief, saying such a scheme is "an attack on pensions savings".
Question: Interesting article..... I have checked all the Q's & A's so far…..but no real answers to the lead questions you posted…..can you provide your answers to them? • effects of the age change on retirement planning • actions clients can take...
Question: Certainly not convinced that Unit Linked Guarantees are right for all my clients - please can you give an outline to the terms and conditions provided by Aegon?
Inheritance tax benefits enjoyed by married couples could soon be extended to co-habitués under proposals drawn up by the Law Commission.