News
We like to provide regular news bulletins on matters of importance to pension professionals and those who take an interest in their own retirement planning. These are e-mailed to our clients, usually on a monthly basis, and you are welcome to register in order to receive future issues by registering here.
We also reproduce the articles on this website. To see recent issues, please click on the link below.
28 April 2010
Special Annual Allowance
The April 2009 budget and the pre-budget report in December 2009, significantly restricted pension contribution tax relief for high earners. The Budget Statement on 24th March 2010 confirmed the details.
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28 April 2010
Building a NEST?
Personal Accounts, or National Employment Savings Trusts as we must now learn to call them, are expected to start from October 2012 – less than two and a half years away.
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21 July 2009
Nearing Retirement
Those nearing retirement at the moment, with investment markets well below their level of a few years ago, might be forgiven for becoming concerned about their options.
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21 May 2009
Pension tax relief
The removal of personal allowances and higher rate tax relief for higher earners were announced in the April 2009 budget by the chancellor, Alistair Darling.
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30 January 2009
Personal accounts (NESTs)
The Government is concerned that people are not saving enough for their retirement (because the state cannot afford to provide significant benefits as the number of workers is falling, compared with those in retirement). It has therefore legislated for the introduction of Personal Accounts in 2012, as part of the Pensions Act 2008.
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22 August 2008
Mind the pension gap
The prospect of spiralling inflation rampaging through the economy once again throws into sharp relief the importance of making sure that you have enough to live on in retirement.
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04 June 2008
Too young to die?
Recent press reports that the NHS is to publish the death rates for various different operations may deflect attention from the fact that longevity can be just as much of a postcode lottery as whether certain treatments are available on the NHS.
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17 March 2008
Self invested pensions
The freedom to control your own pension investments rather than relying on an insurance company, once the preserve of senior business executives and company directors, were made available to private individuals more than a decade ago through the launch of self invested personal pensions.
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