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Actuaries aim to improve switching information

The Institute and Faculty of Actuaries is aiming to improve the information provided to pension scheme members switching from defined benefit to defined contribution plans. The professional body has produced guidance notes setting out the information that should be provided to scheme members, to ensure the information they receive is both comprehensive and consistent. The institute says it has taken this step following the increasing trend for DB schemes to switch to DC style plans.


Eight-week deadline to handle complaints

Firms will have eight weeks to investigate and answer complaints,according to new draft regulations set out by the FSA.It is one of a range of rules governing complaints hand-ling by banks,building societies, investment houses and insurance companies as well asIFAs.The rules come after a consultation on the proposals last autumn.The FSA says the plans were […]

Housing market cools as buyers&#39 confidence ebbs

The housing market is cooling off as consumers lose confidence, accordingto Nationwide&#39s latest house price index.But Nationwide says although the underlying demand for houses may haveslackened in May and the increasein prices was weaker than expected for thetime of year, there is no reason to believe the market is heading for asignificant downturn.Figures show the […]

With-profits rule means another plus for GPPs

For those playing spot the difference between the draft and finalstakeholder regulations, the biggest surprise was the change to theconditions for offering stakeholder members a with-profits fund option.From the draft regulations, we knew that such with-profits funds were tobe ring-fenced to avoid any obscure cross-subsidies and that no more than 1per cent of the overall […]

Out with the old, in with new pensions

Stakeholder blight and further proposed changes to the retirement planningmarket have confused investors, created a number of challenges toconventional thinking and taken their toll on new business levels.For many high-net-worth individuals, stakeholder is an irrelevance.It istime to seek out new ways of planning.An offshore life bond can easily be defined as an alternative retirementcontact or, […]

Trusts and Taxations

Take a look at the trusts and trustee taxation video – The definition and classification of trusts. Once you’ve viewed the boxset, visit our Test Centre to test your learning and get your CPD certificate. View here


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