19th July 2013

Scottish Widows Techtalk

A TRIVIAL MATTER: SMALL PENSION BENEFITS

An explanation of how low value pension benefits can be accessed using the triviality and stranded pots rules.

GETTING READY FOR AUTOMATIC ENROLMENT – WHAT HAVE WE LEARNED SO FAR?

We estimate 30,000 employers will be considering their automatic enrolment options this year. Based on our experience to date, we consider a range of approaches and point out the pitfalls to avoid.

DEEDS OF VARIATION – STILL WORTHY OF CONSIDERATION

Deeds of variation remain an important form of estate planning and can provide valuable tax savings and an opportunity to work alongside professional connections.

PULLING THE RETIREMENT SAVING LEVERS 

Key findings from the ninth Scottish Widows UK Pensions Report, which tracks how well UK consumers are preparing for retirement.

AUTOMATIC ENROLMENT AND ZERO HOURS CONTRACT WORKERS

A look at employer duties in relation to zero hours contract workers

INTERNATIONAL TAX COMPLIANCE KNOWN AS FATCA

A summary of the impacts of this new US legislation. 

Our next edition will be in September, as techtalk is moving to a bi-monthly publication. So here's wishing you all a great summer.  

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