TITLE

Standard slams 'double taxation' on lifetime limit

AUTHOR(S)
Phillips, James
PUB. DATE
November 2004
SOURCE
Money Marketing;11/11/2004, p80
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
Reports on the application of double lifetime limit test on individual pension funds in Great Britain. Tax implications; Similarity of the method with double taxation; Likelihood that funds will grow while in drawdown.
ACCESSION #
15158563

 

Related Articles

  • Performing arts. Popplewell, Keith // Money Marketing;6/16/2005, p40 

    Comments on the future prospects of a client who was investing around fifty percent both in a with-profits and a managed pension fund in Great Britain. Possible indicator of a fund's future performance; Options available to clients who have invested in a poorly performing with-profits funds;...

  • Beware innovative pension products. CUNNINGHAM, ALISTAIR // Money Marketing;5/22/2014, Issue 1438, p37 

    The article offers the author's views on the implication of innovative pension products in Great Britain, stating how most innovation in financial products are more beneficial for the innovator than the end-client.

  • South Carolina makes giant leap. Bruno, Mark // Pensions & Investments;11/12/2007, Vol. 35 Issue 23, p3 

    The article reports that executive Robert Borden and the South Carolina Investment Commission staff overseeing the state's $30 billion in public retirement assets are moving more than $20 billion into a combination of portable alpha and absolute-return strategies. Borden said the commission has...

  • SMSF establishment has peaked.  // Super Review;Mar2006, Vol. 20 Issue 2, p3 

    The article presents information on a research conducted by Investment Trends regarding the performance of the self-managed superannuation funds (SMSFs) in Australia. It reflects that the SMSFs have peaked the establishments in 2002-2003 but many people consider them as a popular retirement...

  • A steadfast disposition needed.  // Finance Week;7/6/2005, p37 

    Discusses several investment choice of retirement funds and the need of steadfast disposition of members in deciding the pension fund investment. Introduction of the level of investment choice of Evergreen Co., with corresponding costs and risks of each investment; Features of each level of...

  • Go west young man.  // Super Review;Mar2006, Vol. 20 Issue 2, p32 

    The article reports that the continuing consolidation of the superannuation industry, driven by factors such as trustee licensing, is not having any negative effect on the Association of Superannuation Funds of Australia's coffers neither on the number of people attending the organization's...

  • Corporate Defined Benefit Plans Increase Funding Status. Giardina, Michael // Investment Management Mandate Pipeline;7/3/2014, p2 

    The article reports on the improved funding status of U.S. corporate pension plan in June 2014 due to slight increases in interest rates. Topics covered include how the volatility in May 2014 has affected some corporate plans, and reports from asset manager BNY Mellon Investment Strategy &...

  • Responsible investing requires full disclosure. Hess, David // Pensions & Investments;6/9/2008, Vol. 36 Issue 12, p12 

    In this article, the author presents his opinion on social and environmental investing of pension funds. He says that most pension funds are not taking social and environmental issues into account and managers are focusing on meeting short-term-focused return benchmarks to exclude consideration...

  • Industry funds take off.  // Super Review;Aug2005, Vol. 19 Issue 7, p12 

    The article reports that the performance of industry superannuation funds in Australia was far better than retail and public sector funds in the first quarter of 2005. According to the data released by Australian Prudential Regulation Authority (APRA), the industry fund assets grew by 4.1% to...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics