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Survey will track consumers&#39 financial strategies

A new rolling survey tracking consumer attitudes towards pensions, wealth and other assets, based on a focus group of 13,000 people is to be run by leading thinktank Institute of Fiscal Studies.

The survey, starting this month, is expected to reveal its first results in Q3 2003. It aims to track respondents until their deaths, following how they prepare for and enjoy their retirement through their pension, wealth, and housing provision.

The project is being funded by the IFS, University College London and the National Centre for Social Research, with cash guaranteed for the first five years.

It will deal with a wide range of issues, including pensions, mortgages, investments, retirement, long-term care, disability and state benefits. Every two years, the group will be asked a lengthy series of questions about these issues.

The 13,000 people are all over 50 and represent a cross-section of English society.

IFS deputy research director James Banks says: “There is a distinct lack of data on pensions and wealth and asset holdings at the household level. There is very little which tells what type of people are doing what in terms of planning for retirement. We see it as indefinite story, certainly going on for the rest of the lives of the respondents.”


UK absent from talks on single regulator

The EU is again looking at creating a single regulator following a meeting last weekend of European fin-ance ministers which the UK did not attend.Chancellor Gordon Brown and his German counterpart are understood to have written to the Spanish presidency to push for enhanced regulatory collaboration.However, they are also believed to oppose the European Central […]

Melville case implications

CHANGING THE IMPLICATIONS OF THE MELVILLE CASE In the Summer of 2001, the Court of Appeal held that the terms “property”, “interest” and “right” included a general power of appointment for inheritance tax (IHT) purposes. This meant that the use of a discretionary settlement reserving valuable rights for the settlor was confirmed as an effective […]

Threadneedle Investments – Threadneedle Property Unit Trust

Monday, 15 April 2002 Type: Unit trust Aim: Growth by investing in UK commercial property Minimum investment: Lump sum £25,000 Place of registration: Jersey Investment split: 100% in UK commercial property Isa link: No Charges: Initial up to 7.5%, annual 1.25% Commission: Renewal 0.5% Tel: 0800 0684000

Capital allowances

There was one Revenue Budget Note (number 3) specifically directed at capital allowances. Following last year&#39s introduction of 100% enhanced capital allowances for investments in energy-saving technologies, it was announced today that 100% enhanced (first year) allowances will also be available to all businesses on the following expenditure: New low emission cars for use in […]

Responsibility Matters

The latest update from the Sustainable Investments Team at Royal London Asset Management, Responsibility Matters, is now available. In this edition the team look at issues such as the growing acceptance of sustainable investing and technology in China. Read the update here: The value of investments and the income from them is not guaranteed and […]


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