State Pension Reform: what you should know now

October 23, 2009

Hi everyone,
since 1995 significant changes have been instituted regarding State Pensions. These were followed by changes brought in by the Pensions Acts of 2007 and 2008. The Act of 2008, whilst mainly focusing on Private Pensions, did also introduce changes to the State Pension as well.
The Government wishes to build on this earlier work [...]

Read the full article →

Bear or Bull For Your Investing – can you tell yet?

October 9, 2009

Hi everyone, I thought it timely to bring you my latest thoughts regarding where we are in investment terms, concerning the downturn which continues to grip western economies so powerfully.
There is much debate about whether we are in a bear market rally at the moment or whether we have hit the bottom and are now [...]

Read the full article →

Your Free 2010 Pension Age Change PDF

October 9, 2009

Hi everyone,
following on from my last article covering the new Pension Age Change that comes into effect from April 6th 2010, I’ve got a great PDF for you that will explain the issues involved.
From this date you will not be able to receive an income or a tax-free lump sum from any private pension [...]

Read the full article →

Pension age change official – ignore it and you could lose out

September 29, 2009

Hi everyone,
Did you know the minimum retirement age increases from 50 to 55 on 6 April 2010? As a result you may be adversely affected by this important change.
At the moment it’s possible to use your pension to provide a tax-free lump sum and/or an income at any time after you reach the [...]

Read the full article →

Auto-enrolment and Personal Accounts- Are Employers All Set For 20012?

July 16, 2009

Hi everyone,
When the recently announced auto-enrolment requirements hit employers in 2012 they will have to enrol all their eligible employees into a workplace pension scheme. As it stands at the moment, if they don’t set up their own scheme they will have to use Personal Accounts instead.

Read the full article →

New Investing Ideas For Interesting Times

June 22, 2009

Hi folks I thought it would be a worthwhile exercise today to look at some diverse opportunities for investment in what are still very unsettled times. Whether we are in a bull market or just a bear market rally is quite a question when respected fund managers such as Neil Woodford and Anthony Bolton currently [...]

Read the full article →

← Previous Entries

Next Entries →