18th April 2014

Scottish Widows Techtalk

ACCESSING (REASONABLY) SMALL PENSIONS

CAPPED AND FLEXIBLE DRAWDOWN: INTERIM CHANGES FROM 27 MARCH 2014.

Bernadette Lewis

We answer anticipated questions following the increase in the GAD limit from 120% to 150%; and explain the requirements for accessing flexible drawdown in light of the reduced minimum income requirement of £12,000 a year.

FINANCIAL PLANNING IN THE NEW REGIME

Chris Jones
The proposed changes to the way defined contribution members can draw benefits from their pension funds offers unprecedented levels of flexibility. However, this increased choice means the need for financial advice is more important than ever.

GREATER FREEDOM FOR ISA SAVERS: MARCH 2014 BUDGET CHANGES

Jeremy Branton
Significant changes are being made to ISAs – this article provides the detail. 

Download this edition of Techtalk

 

Pensions, Retirement, Tax, Trust & ISA

Registration

Free Registration and CPD

Read More

Related Articles_

M&G: Pensions and IHT - the final (ish) chapter

There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).

Read More

Fidelity Adviser Solutions: Is there a missing asset class for retirees?

Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

Read More

M&G: Lighthouse Edition 2

Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.

Read More

Login

Not yet registered?

Please complete this form to join our community

Name
Email
Company
Select your role:
Password
Confirm Password