Blog

New Pension Rules for 2011

This month the Government announced the major changes that it intends to make to the way in which retirement benefits may be taken from pensions from 6 April 2011. These include the abolition of the requirement to take an annuity at age 75, and the introduction of new ‘Capped’ and ‘Flexible Drawdown’ arrangements. In this article we summarise the Government’s new pension provisions. Read more

Portfolio Endurance

The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it. One major challenge is to make the investment portfolio supply cash flow for the duration of life—and through different economic and market conditions. Read more