INTELLIGENCE ZONE

TALKING POINTS ARCHIVE

Archived Talking Points issues.

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Subject Month Year Download Size
Update on the Suffolk Life SmartSIPP November 2011 Adobe acrobat file to download 110kb
Increased scope for contributions November 2011  Adobe acrobat file to download 113kb
Protect your client's pension savings from a second HMRC bite October 2011 Adobe acrobat file to download 40kb
Fixed Protection Certificate Available August 2011  Adobe acrobat file to download 75kb
Flexible Drawdown, after the dust has settled July 2011  Adobe acrobat file to download 60kb
Flexible drawdown - enhanced capabilities June 2011  Adobe acrobat file to download 34kb
Flexible drawdown now available March 2011 Adobe acrobat file to download 49kb
FSCS interim levy, pension transfers and 5 April changes March 2011  Adobe acrobat file to download 84kb
Drawdown, the changes and implications February 2011  Adobe acrobat file to download 61kb
When a refund is not a refund? January 2011  Adobe acrobat file to download 69kb
Finance Bill 2011 update December 2010  Adobe acrobat file to download 76kb 
Financial Services Compensation Scheme December 2009 Adobe acrobat file to download 59kb
Memo 101 - 20th anniversary  October  2009  Adobe acrobat file to download 67kb 
Change to retirement ages  July  2009  Adobe acrobat file to download 70kb 
Pension budget changes May 2009 Adobe acrobat file to download 53kb
Redundancy  March  2009  Adobe acrobat file to download 107kb 
A turbulent time to retire January 2009 Adobe acrobat file to download 106kb
Reaction to the pre budget report December 2008 Adobe acrobat file to download 115kb
PCLS protection September 2008 Adobe acrobat file to download 111kb
Protection revisited July  2008 Adobe acrobat file to download 115kb
DWP consultation on protected rights March  2008  Adobe acrobat file to download 116kb
Salary sacrifice explained February 2008  Adobe acrobat file to download 125kb
In specie contributions revisited December 2007 Adobe acrobat file to download 118kb
Joint nominee property purchase October 2007 Adobe acrobat file to download 114kb
Taxing overpayments of income/PCLS July 2007 Adobe acrobat file to download 236kb
Enhanced protection & partial transfers June 2007 Adobe acrobat file to download 278kb
ASP - collateral damage May 2007 Adobe acrobat file to download 402kb
In specie share contributions September 2006 Adobe acrobat file to download 59kb
Taxable property August 2006 Adobe acrobat file to download 85kb
ASP and IHT - part two July 2006 Adobe acrobat file to download 73kb
UI/ASP death benefits and IHT June 2006 Adobe acrobat file to download 54kb
Tax free cash recycling February 2006 Adobe acrobat file to download 56kb
Pre A-Day planning February 2006 Adobe acrobat file to download 80kb
Drawdown & benefit crystallisation January 2006 Adobe acrobat file to download 64kb
Drawdown and the new regime January 2006 Adobe acrobat file to download 80kb
IHT and the new pensions tax regime January 2006 Adobe acrobat file to download 64kb
Government u-turn - no to residential property December 2005 Adobe acrobat file to download 80kb
Contributions to a registered scheme November 2005 Adobe acrobat file to download 64kb

Please bear in mind that all articles are written with our understanding of legislation at the time, and this is subject to change over time. 

DISCLAIMER

The information on this page is for advisers only and should not be relied upon by individuals.