Pension transfers: The appliance of science

Article Abstract:

A pension is an important financial commitment, and choosing a personal pension plan can be complicated. An independent financial adviser can help, but once investing in a suitable plan, it should be reviewed regularly. Transferring an existing fund could incur penalities, and it is important to compare all future costs of the existing plan with those of any new plan. A software programme has been developed by Best Investment, that can determine when a transfer is advisable.

Planning, Purchasing, Pensions

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Beware the hype in Pep managers' final sales pitches: Pep managers have just a few more weeks to sell their products or they'll miss out on your cash for ever. Nor surprisingly, they're putting a big effort into advertising and marketing

Article Abstract:

Fund managers are using hard-sell campaigns for their Peps before they are abolished and the new tax-efficient savings scheme, the individual savings account starts on 06 April. Companies are presenting their products in the most favourable light, but it is important to read the small print. Many investors look to past performance, but past performance is not always a guide to the future.

Personal Investing, Management, Investments

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• Abstracts: Hit singles: There are a number of different strategies that investors can employ to utilize their single company Pep allowance depending on their attitude to risk and their tax bracket

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