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Money guidance and retirement savings advice:a critical view

Technical articles | 01 August 2008
In this inaugural srticle in a series of thinkpieces launched by the CII, Pensions expert Dr Ros Altmann comments on the government's proposed money guidance service in relation to advice on retirement savings and personal pensions accounts

Government proposes radical changes to provision of retirement benefits pre- and post-age 75

Technical articles | 01 July 2010
In its consultation document on the removal of the effective need to annuitise at age 75, the Government has set out a number of radical proposals. This bulletin sets out our analysis of these proposals.

The final countdown

Technical articles | 01 April 2008
Is it the end of the road for final salary schemes? Nina Montagu-Smith looks at the future of corporate pensions

Stakeholder pension schemes

Fact files | 01 November 2003
A stakeholder pension scheme is one which operates on the "money purchase" basis and which meets a number of special conditions so that it can be listed on the register of stakeholder pension schemes maintained by the Pensions Regulator. Stakeholder pension schemes may take one of three f...

Representative bodies respond to tax relief consultation

Technical articles | 01 September 2010
Last month, we set out details of the Government's consultation on restricting pension tax reliefs from April 2011 in a Technical Article. The Association of Member-directed Pension Schemes (AMPS), the Society of Pension Consultants (SPC), the National Association of Pension Funds (NAPF) ...

CII Research: Auto-enrolment and small businesses

Research | 06 June 2012
The Government's workplace pension reforms represent a significant challenge for small firms, many of whom will have to offer their employees an occupational pension scheme for the first time. This research report identifies how ready small businesses are for the reforms and how financial a...

Syllabus: Advanced Financial Planning Certificate (G10-G60) 1996

Syllabuses | 01 September 1996
CII Syllabus for the Advanced Financial Planning Certificate 1996 (G10 Taxation and trusts, G20 Personal investment planning, G30 Business financial planning, G60 Pensions).

The management and motivation of a direct sales force in the life assurance industry

Technical articles | 01 July 1999
This is an investigation into the most effective methods of management of a direct sales force in the life assurance and pensions industry and the motivations that enable those salespeople to strive for success...

Age discrimination

Technical articles | 01 June 2006
The Employment Equality (Age) Regulations come into force on 1 October 2006. Their impact on workplace pension schemes is explained in a comprehensive guidance note issued by the DTI. This is a subject which has been rather overlooked because of all the other pensions changes happening, but...

Personal accounts - which way now?

Technical articles | 01 September 2007
The government has announced its intention to introduce "personal accounts" from 2012. This is the latest in a series of government initiatives designed to increase private pension provision for low to middle earners. The initial white paper on personal accounts, issued in December 2006, cr...
 

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