19th July 2013

Scottish Widows Techtalk

A TRIVIAL MATTER: SMALL PENSION BENEFITS

An explanation of how low value pension benefits can be accessed using the triviality and stranded pots rules.

GETTING READY FOR AUTOMATIC ENROLMENT – WHAT HAVE WE LEARNED SO FAR?

We estimate 30,000 employers will be considering their automatic enrolment options this year. Based on our experience to date, we consider a range of approaches and point out the pitfalls to avoid.

DEEDS OF VARIATION – STILL WORTHY OF CONSIDERATION

Deeds of variation remain an important form of estate planning and can provide valuable tax savings and an opportunity to work alongside professional connections.

PULLING THE RETIREMENT SAVING LEVERS 

Key findings from the ninth Scottish Widows UK Pensions Report, which tracks how well UK consumers are preparing for retirement.

AUTOMATIC ENROLMENT AND ZERO HOURS CONTRACT WORKERS

A look at employer duties in relation to zero hours contract workers

INTERNATIONAL TAX COMPLIANCE KNOWN AS FATCA

A summary of the impacts of this new US legislation. 

Our next edition will be in September, as techtalk is moving to a bi-monthly publication. So here's wishing you all a great summer.  

Download July’s issue now »

Retirement

Registration

Free Registration and CPD

Related Articles_

M&G: Coaching the retirement mindset from saver to spender


After decades of disciplined saving, many clients could face a new challenge in retirement: adjusting to spending their accumulated wealth responsibly and according to their means.

Read More

Fidelity Adviser Solutions: Is there a missing asset class for retirees?


Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

Read More

M&G: Lighthouse Edition 2


Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.

Read More

Login

Not yet registered?

Please complete this form to join our community

Name
Email
Company
Select your role:
Password
Confirm Password