Site Archives

Strategic direction for the next three years


Regulator sets out vision for pensions
The Pensions Regulator has set out its vision of the pension’s landscape, strategic direction and outcomes to be achieved during the next three years.
The plan highlights the progress made by the regulator in the building and development of the organisation, systems, culture and processes.
During the next three years commencing from [...]

Funds undermanagement


Best performance for a year
The Investment Management Association (IMA) in its Investment Fund Statistics (April 2008) report published on Wednesday 28 May 2008, showed after two extremely modest quarters, net retail sales bounced back in April to £1.5 billion, the best performance for a year. Property funds reversed recent outflows, recording positive flows of [...]

Remembering Swifty


The third annual Mark ‘Swifty’ Swift Memorial Golf Tournament and Charity Auction in support of Manorlands Hospice will take place on Saturday 27 September 2008. The event is organised by Mark’s family and friends as a way of remembering Mark and raising money for a good cause.
For more details go to the web site.

Defined contribution schemes


Guidance for trustees and employers
As part of its commitment to promoting the good running of defined contribution schemes, the Pensions Regulator has published the first of a planned series of good practice guidance for trustees and employers. The Retirement Options guidance will help employers and trustees ensure they have effective processes in place, and inform [...]

Fresh challenges


A fair share of prosperity
The government’s ultimate goal is to ensure that all pensioners have a decent and secure income in retirement and to share fairly in the rising prosperity of the country. This means, among other things, ensuring that people are independent and protected in retirement. People are living longer than ever before, and [...]

Making life easier


Reforms designed to build a bigger pension provision
Changes have recently been made to the State Pensions system. In the main, these changes will only affect you if you reach State Pension age on or after 6 April 2010.
These reforms will also make it easier for people who reach State Pension age on or after 6 [...]

Inheritance tax


Is your life cover written in an appropriate trust?
Check that all your life insurance policies that will pay out on your death are “written in an appropriate trust.”This will ensure that their value passes straight to your family (or other beneficiaries), avoids your will and therefore is not liable for IHT.
This is a relatively simple [...]