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The amount of income an investor withdraws is generally reviewed ............

Question: The amount of income an investor withdraws is generally reviewed every five years, but income drawdown investors may wish to make more frequent assessments of their situation…….a true statement? And what are the pro's of making such regular...

clock 10 November 2009 •

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Aviva fears "one size fits all" pension reform

Aviva fears blanket pension reform will lead to employers switching to Personal Accounts post-2012, just to avoid the burden of extra administration.

clock 09 November 2009 •

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I have been advised by a broker friend .............

Question: I have been advised by a broker friend that I should tell my clients to temporally stop or reduce withdrawals of Income Drawdown Funds, if the markets suffer another sever correction. This will avoid their pension capital being eroded. What...

clock 09 November 2009 •

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SIPP operators 'not responsible' for third party advice

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.

clock 09 November 2009 •

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My clients are using a variety of Income Drawdown services.........

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...

clock 06 November 2009 •

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One-in-five consumers reject personal accounts - AXA

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.

clock 05 November 2009 •

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Smallwood's Shout: Is Solvency II worth it?

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....

clock 05 November 2009 •

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Variety is the spice of retirement life

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

clock 04 November 2009 •

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Better Business: SIPPs Room 101

All 50,000 pages of current pension legislation would be the first item into SIPPs Room 101, Suffolk Life marketing director John Moret says...

clock 04 November 2009 •

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L&G takes on Aviva over pensions benefits

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".

clock 03 November 2009 •
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