Annuities/Purchased Life Annuity

Below is a selection of our most recent updates on this subject.

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DWP Consults On Disclosure Changes For Occupational Schemes

The DWP is consulting on amendments to the occupational pension scheme disclosure of information provisions to bring these in line with the workplace pension reforms (automatic enrolment), due to take effect from 1 October 2012.
Friday, April 27, 2012

Swiss Bank Accounts

HMRC has increased agreed penalties on unreported Swiss bank accounts
Friday, April 20, 2012

ABI Launches Code Of Conduct On Retirement Choices

The ABI has launched its Code of Conduct on Retirement Choices.
Wednesday, March 07, 2012

Research Report Slams Current Annuity Market

A joint report by the National Association of Pension Funds and the Pensions Institute at Cass Business School has slammed the current annuity market and recommended a series of proposed changes to address its deficiencies
Tuesday, February 07, 2012

EU Issues Guidelines On Application Of Test-Achats Ruling

The European Commission has issued guidelines on the application of the Test-Achats ruling
Thursday, January 12, 2012

ABI Consults On Draft Code Of Conduct To Encourage Greater Take Up Of The Open Market Option

The ABI is consulting on a proposed compulsory Code of Conduct for its members, which is designed to further encourage the take up of the open market option.
Thursday, December 29, 2011

Test-Achats And Unisex Rates

The Treasury has published a consultative document on the UK response to Test-Achats.
Monday, December 12, 2011

Tax Planning In A Volatile Stock Market

The reduction in stock market prices gives rise to some tax planning opportunities.
Wednesday, October 19, 2011

New ABI Annuity Initiative

The ABI have announced a new initiative, effective from the first quarter of 2012, that is designed to encourage more retiring individuals with money purchase pension pots to take advantage of the open market option.
Monday, October 03, 2011

Annuities Rates Are Falling

Market turbulence is hitting annuity rates.
Tuesday, August 09, 2011

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