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Pensions

Fact files | Market data | Knowledge Gateway | Global web directory | Face-to-face training


Fact files

A series of in-depth technical guides, regularly updated

UNITED KINGDOM

The tax treatment of pension schemes
A guide to “pensions simplification”– the new tax regime introduced on 6 April 2006. Coverage includes the seven pension rules and the six death benefit rules, the different types of lump sum and death benefits, member contributions and annual and lifetime allowances. Also includes pointers for financial advisers on planning under the new regime

Stakeholder pension schemes
Looks at the rules governing stakeholder pensions and take-up of the products

State retirement pensions
A review of benefits payable under the state retirement pension. Covers both the basic state pension component and the additional pension component as well as special rates of payment

MORE FACT FILES


Market data

Key figures on the industry and background data

UNITED KINGDOM

Population by age group
Premium income – life assurance and pensions, by class
Health expectancy at age 65
Life expectancy

MORE MARKET DATA



Knowledge Gateway

The CII library catalogue plus details of selected periodical articles and web documents

Pensions in general (textbooks only)
Annuities
Final pay pension schemes
Income withdrawal
Personal pensions
Retirement planning
Self-invested personal pensions
Taxation

SEARCH THE GATEWAY


Global web directory

A descriptive guide to relevant websites

International
Europe
Czech Republic
Chile
Costa Rica
El Salvador
Ireland
Poland
United Kingdom
United States

BROWSE THE DIRECTORY

 


Face-to-face training

A broad portfolio of courses reflecting the different needs of companies and individuals

Introduction to pensions

MORE TRAINING COURSES


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Recent articles

Life and Pensions Faculty

Personal accounts: which way now?
Technical Connection

Pensions tax simplification
By Sean Worth Retirement income adviser, Association of British Insurers

MORE LIFE AND PENSIONS FACULTY ARTICLES

PFS Faculties Retirement and Care stream

Guarantees deliver value when the price is right
By Dominic Grinstead
Strategic development and marketing director, MetLife Europe Limited

With-profits annuities
By Aston Goodey
Director of business development, annuities, Prudential

Pension sharing and the new pensions tax regime. Part 1
By John Page
Senior pensions consultant, Technical Connection

Pension sharing and the new pensions tax regime. Part 2
By John Page
Senior pensions consultant, Technical Connection

Third way products
By William Burrows
Technical Connection

Pensions and the 2007 pre-Budget report
By John Page
Senior pensions consultant, Technical Connection

MORE RETIREMENT AND CARE STREAM ARTICLES


Financial Solutions

RETIREMENT PLANNING
ISAs v personal pensions
In the first of a series of masterclass articles, Financial Solutions examines the competing advantages of saving for retirement through individual savings accounts or personal pensions

SIPPS
Savouring SIPPS
Leading specialists explore the complex world of self-invested personal pensions and offer a wide range of perspectives. Colin MacPherson kicks off by asking whether SIPPs really are as tasty as they seem

PENSIONS ANALYSIS
SIPPS: surveying the regulated landscape
No one denies the attractions of SIPPs – but they are not right for everyone. Kevin Pratt reviews the state of the market following the onset of full regulation

Alternatively secured pensions: the final chapter?
Financial Solutions presents an analysis, based on the Finance Bill 2007, of the likely impact of changes to the regime governing alternatively secured pensions, which came into effect in April

TECHNICAL FOCUS
Retirement income options
Those providing advice to retirees have a bewildering number of options to consider. John Housden plots a course through the maze

MORE FINANCIAL SOLUTIONS ARTICLES




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