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Retirement Planning

Technical Features archive | Technical News archive | PFS focus | PFS website



Please note the documents listed on this page are available to members only unless indicated otherwise. If you are not already logged in you will be asked to do so before the required file is delivered.

Technical Features archive

FEBRUARY 2008
Pension sharing and the new pensions tax regime – part 1
By John Page
Senior pensions consultant, Technical Connection

MARCH 2008
Pension sharing and the new pensions tax regime – part 2
By John Page
Senior pensions consultant, Technical Connection


APRIL 2008
Use of the family home in later life planning
By Tish Hanifan, Barrister
Director, SVARfair

MAY 2008
Personal accounts
By Rachel Vahey
Head of pensions development, Aegon

AUGUST 2008
How should business premises be owned?
By Paul Clark, APFS
Technical Connection

AUGUST 2008
Protected cash after the Finance Act 2008
By John Page
Technical Connection

SEPTEMBER 2008
Impaired and enhanced annuities
By Nigel Barlow
Just Retirement

OCTOBER 2008
Transfer values: trustees move centre stage
By David Everett
Partner, Lane Clark & Peacock LLP

NOVEMBER 2008
Transfer inducements: short-term fix or long-term funding strategy?
By Simon Chrystal
Director, CPRM actuaries and consultants

DECEMBER 2008
Taking benefits prior to age 50 in respect of prescribed schemes and occupations
By Paul Clark, APFS
Technical Connection

JANUARY 2009
SIPPs and protected rights
By Mary Stewart and Stewart Dick
Hornbuckle Mitchell

JANUARY 2009
HNW tax planning: chargeable events
By Paul Clark
Technical Connection

JANUARY 2009
Registered pension schemes
By Tony Wickenden
Technical Connection

FEBRUARY 2009
Pensions reform: compulsory pensions provision
By Andrew Tully
Standard Life

FEBRUARY 2009
UCITS IV proposals approved
By Paul Clark
Technical Connection

MARCH 2009
Corporate SIPPS
By Philip Hutchinson
Pointon York SIPP Solutions

MARCH 2009
Squaring the circle: how to profit from full annuity advice
By Jeremy Haines
AEGON Scottish Equitable

APRIL 2009
Choosing the right SIPP adviser
By Philip Hutchinson
Pointon York SIPP Solutions

MAY 2009
The corridor of uncertainty: the role of the pension variable annuity explained
By Dominic Holmes
AEGON Scottish Equitable

JUNE 2009
The special annual allowance charge: using gift aid to reduce “relevant income”
By John Page
Technical Connection

JUNE 2009
The special annual allowance charge: how to calculate “relevant income”
By John Page
Technical Connection

JULY 2009
Anti-forestalling provisions
By John Page
Technical Connection

AUGUST 2009
HMRC investment easements
By Paul Clark
Technical Connection

SEPTEMBER 2009
The transfer of pension rights from one scheme to another be careful with inheritance tax
By Technical Connection

OCTOBER 2009
Unintended consequences with "topping up" income drawdown plans
By Technical Connection

NOVEMBER 2009
Analysis of the recent RPSM updates
By Technical Connection

DECEMBER 2009
Uncecured pension income withdrawal
By John Dunn
Technical Manager, Pensions, James Hay

JANUARY 2010
Flexible Lifetime Annuities
By Alan Reynolds
Technical Manager, London & Colonial

MARCH 2010
How do the death rules in ASP work?
By Michael Smith
Head of Technical & Trusteeship, Pointon York

MARCH 2010
What are the considerations when going into ASP?
By Michael Smith
Head of Technical & Trusteeship, Pointon York

For research purposes, Knowledge Services also archives articles produced for the PFS that have become obsolete. These are available in the library. For a list of the articles, please click here, or for further information email knowledge@cii.co.uk.

 

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Technical News

This is an archive of technical news from March 2009. Older issues of the news bulletins are available here.

March 2009

April 2009

May 2009

June 2009

July 2009

August 2009

September 2009

October 2009

November 2009

December 2009

January 2010

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