Tag Archives: Sackers
If you’re “confused over IHT” spend your pension while you live
Professional Pensions advises pension professionals to keep their eyes skinned for signs of how their wealthy clients and indeed themselves, will find their pension pot taxed when they die. Trustees want greater clarity on pension IHT rules: Sackers A third … Continue reading
Benchmarking workplace pensions is not just for marketing!
Helen Ball has produced a superb article on benchmarking the workplace pension we are in against those of our neighbours. She starts like Jane Austen with a “universal truth – generally acknowledged”. We are all nosey and love to know … Continue reading
Posted in pensions
Tagged benchmarking, corporate adviser, Helen Ball, Ian Pittaway, Pensions, Sackers, VFM
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Aegon almost perfect – says Aegon IGC
Aegon’s IGC has produced a Chair’s Statement which reads like a corporate brochure for the Dutch life insurance company. The most used word in Ian Pittaway’s IGC report is “challenge”, but no challenge emerges. Aegon turn out to be get … Continue reading
Consider the lilies – and leave LISA to George
More than a third (38%) of respondents are likely to consider introducing the newlifetime individual savings account (Isa) into their employee remuneration scheme in the future, according to research by law firm Sackers. The survey of 78 employers, trustees and advisors … Continue reading
Posted in pensions
Tagged financial education, Financial services, lilly, LISA, pensions, Retirement, Sackers, swan
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How we sort the master trust problem
I sat next to someone at a meeting yesterday whose demeanour, ideas and the articulation of those ideas, was so impressive that I was at times scared to open my mouth. I felt in the presence of greatness. I’ve … Continue reading
Posted in pensions, Retirement, workplace pensions
Tagged Aegon, auto enrolment, DWP, Ian Pittaway, MAF, master trust, Pension Protection Fund, ppf, Sackers
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