March 2004 News

Understanding Transfer Value Payments
March 2004
What is Best for the Employer? Transfer values are paid from a scheme when a member chooses to transfer their accrued pension rights to another pension arrangement. In an underfunded scheme, the trust...

Issues for Employers Seminars
March 2004
Our next evening seminar considers the issues currently facing occupational pension schemes from the perspective of the employer. For obvious reasons, employers are showing a much greater interest in ...

Returns to Form - Allocating Investment Returns for Charities
March 2004
Chris Watts and Glenda Ashison explore the difficulties faced by charities when allocating the investment returns of permanent endowments. This article first appeared in the February edition of Charit...

Budget 2004 Pension Taxation Simplification
March 2004
Following the National Audit Office review in to the Government's proposals for pension taxation simplification, the Government has announced in the Budget that it will proceed with the simplification...

Historic SIPP Tax Simplification Implications Seminars
March 2004
Following on from our SSAS, SIPP and FURBS seminars, we received a large amount of interest on SIPP specific issues from our clients and contacts. We therefore held further Seminars in each of our off...