Posts Tagged ‘Wealth Management’

Pension Schemes still best savings option – NAPF

Wednesday, March 10th, 2010

pension schemes

Pension schemes have come out tops with the majority of workers as being far ahead of other forms of saving. In a new survey, pensions came first with 44% of respondents, far ahead of property (18%) and well ahead of any other form of saving. Over three quarters of workers (77%) said they would regard a workplace or occupational pension as a significant plus point, when looking at any prospective employer.

Pension quality mark for occupational pension schemes shows flaws in government plan

Tuesday, January 5th, 2010

Occupational Pension Schemes

Flaws in the government’s planned ‘Personal Account’ pension scheme have been highlighted by new quality standards for company or occupational pension schemesfrom the National Association of Pension Funds (NAPF).

Wealthy investors use independent financial advisers for their financial planning

Monday, December 14th, 2009

Independent Financial Advice

Almost a quarter of wealthy individuals rely on independent financial advisers in their financial planning, rather than on bankers and accountants, a new report has found.

Pension savers beware of pension scheme transfer incentives – Regulator

Friday, December 11th, 2009

If you are a pension saver with a defined benefit pension, you should treat with suspicion company initiatives to encourage you to transfer out of your pension scheme, in return for a lump sum.

Such lump sum offers, known as ‘enhanced transfers’, are increasingly common as companies strive to dismantle their highly expensive defined benefit pension schemes.

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