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CA publishes finances in retirement guide

The Consumers&#39 Association has published the latest in a series of investment guides, this one aimed at retired consumers who may not have looked at the state of their finances in awhile.

The watchdog says given that retirement can last 30 years or more it is not enough for consumers to review their finances when they retire and then forget about them.

The Which? Guide to Money in Retirement, aims at dispelling the mysteries surrounding annuities by explaining the different options available and looks at how attitudes towards investments often change throughout retirement.

It also considers working past retirement, equity release, sorting tax burdens, inheritance tax planning and benefits available through the state.

Author of the report Jonquil Lowe says: “Retirement is really a misnomer these days. Rather than drawing back from life, retirement has the potential to be a new and enjoyable phase when you can grasp life&#39s opportunities to the full.”


Pru &#39considering debut in equity-release market&#39

Prudential is considering entering the equity-release market as soon as June in a bid to take advantage of one of the few rapidly growing business areas, say sources close to the provider.The news comes only two weeks after the Pru increased rates and revoked guaranteed premiums on pipeline and new critical-illness policies, leading many IFAs […]

Close homes in on property

Close Property Investment has established the property investment portfolio, an offshore fund of funds that invests in a portfolio of Close property funds. Investors can choose from a growth portfolio with a target yield of 7.5 per cent a year, or an income portfolio with a target yield of 5 per cent a year. The […]

Is another Treasury error in the making?

The Treasury may be about to repeat history over the 1 per cent stakeholder pension price cap but this time as farce.The fact that Nationwide is receptive to providing Sandler products at 1 per cent may provide the excuse. The building society&#39s perceived willingness was put to other providers at a meeting two weeks ago […]

Artemis- Aim VCT

Artemis- Artemis Aim VCT Aim: Growth by investing initially in five Artemis unit trusts, then in companies listed on Aim, Ofex and unquoted companies Opening-closing date: February 27 2003-June 30, 2003 Charges: Initial 5%, annual 2% Commission: Initial 3% Tel: 020 7367 5606

Spring has sprung

Well, it’s been lovely to see a little bit of sunshine, even if it was only a brief appearance. I live in Scotland so, believe me, it was very brief.  Of course, with even the tiniest hint of spring, thoughts turn to the inevitable clearout that must take place.  And that got me to thinking […]


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