Tags: ETV

News for week ending 6 July

In the news this week, the PLSA publishes recommendations for better retirement outcomes, BA has won it’s appeal against a discretionary increase, the cold calling ban has been delayed, the HMRC AA calculator is back and more buy-in and buy-out transactions are completed.

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News for week ending 25 July

In a potentially game-changing week for retirement saving, the Government provided more details for its “Freedom and Choice in Pensions” changes, whilst the FCA published some worrying research into the quality of advice provided in ETV exercises.

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Pensions Arena July 2013

July’s Pensions Arena contains all the usual financial and investment analysis for the quarter ending 30 June 2013, presented in the bac Dashboard.

This quarter we also have an article “Pension Change – don’t panic!” which looks at how the right preparation can make daunting pension change projects run more smoothly and identifies some of the pitfalls to avoid.

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Pensions Arena April 2013

April’s Pensions Arena contains all the usual financial and investment analysis for the quarter ending 31 March 2013, presented in the bac Dashboard.

This quarter we include an extract from our recent Pensions Perspective, “How to get more from your advisers” where Leonard Bowman looks at the reasons why effective monitoring can be so difficult to achieve and explores alternative approaches that can help.

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Pensions Arena January 2013

January’s Pensions Arena contains all the usual financial and investment analysis for the quarter ending 31 December 2012, presented in the bac Dashboard.

This quarter we include an extract from our recent BAC Briefing “Valuation negotiations in 2013 – finding the way through” where we consider two areas in which companies may be able to develop their funding strategy in the light of current market conditions.

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