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Analysis , Editor's Picks , News , Tax Efficient Investing , Viewpoint

The hidden gems of occupational pension plans

Due to the complexity of the legislation and scheme rules surrounding occupational pension contracts, it is not always obvious what the value of a pension plan is. Before transferring a

Analysis , Editor's Picks , News , Tax Efficient Investing , Viewpoint

Mixed response to annuity U-turn

George Osborne, as Chancellor, positioned the plans for a secondary annuity market as extending the pension freedoms introduced in April 2015 which provide those with defined contribution pensions complete freedom

Analysis , Editor's Picks , News , Tax Efficient Investing , Viewpoint

Is selling your annuity right for you?

From next April as a result of government changes some people will be able to sell on their annuity. This follows on from pension freedoms the government introduced last year

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FCA outlines rules for secondary annuity market

In March 2015 the government announced that it would extend the pension freedoms to those who had already bought an annuity with the proceeds of their defined contribution pension savings.

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Tips for retirement planning

The top 10 tips for retirement planning are: Start as soon as possible Although it may seem like a long way off, the sooner you start saving the easier it

Alternative Investments , Analysis , Editor's Picks , Funds , News , Shares , Tax Efficient Investing

Second hand annuity market created

With effect from 2017 consumers who had previously used their pension funds to purchase an income for life through an annuity will be afforded the opportunity to sell their income

Editor's Picks , Tax Efficient Investing

Buying state pension, deal or no deal?

From April 2016 the state pension is undergoing changes. These will not automatically affect anyone who is already drawing their state pension. All existing pensions will continue in payment as

Analysis , Funds , Tax Efficient Investing

First growth in annuity sales for three years

According to the ABI data, published today at the ABI’s Biennial Conference, £4.7bn has been withdrawn under the new pension freedoms since April. People tend to be taking a common

News , Small Caps

ISA tax changes: devil is in the detail

Following Chancellor George Osbourne’s announcement on ISAs in the Autumn Statement, the Treasury has given further clarification on how surviving spouses will inherit their partner’s ISA tax advantages when they

Analysis , Small Caps

Should you invest in a SIPP or an ISA?

The changes announced in the March budget were good news for investors, and the ‘Savers Revolution’ looks set to continue. George Osborne’s latest move was to scrap the 55% death