18th April 2014

Scottish Widows Techtalk

ACCESSING (REASONABLY) SMALL PENSIONS

CAPPED AND FLEXIBLE DRAWDOWN: INTERIM CHANGES FROM 27 MARCH 2014.

Bernadette Lewis

We answer anticipated questions following the increase in the GAD limit from 120% to 150%; and explain the requirements for accessing flexible drawdown in light of the reduced minimum income requirement of £12,000 a year.

FINANCIAL PLANNING IN THE NEW REGIME

Chris Jones
The proposed changes to the way defined contribution members can draw benefits from their pension funds offers unprecedented levels of flexibility. However, this increased choice means the need for financial advice is more important than ever.

GREATER FREEDOM FOR ISA SAVERS: MARCH 2014 BUDGET CHANGES

Jeremy Branton
Significant changes are being made to ISAs – this article provides the detail. 

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