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Searching for: researcher is "close wealth management"

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Rise of new unfair pension charges
Expensive penalties for deferring taking a pension
Close Wealth Management
Feb 2003 United Kingdom Miscellaneous
The researcher is warning people approaching their retirement age that if they have personal pensions and defer claiming them, they could face expensive penalties.  The researcher has identified a worrying trend whereby people who postpone taking their personal pensions can find them deferred until they reach 75 and if they choose to take the benefit before they reach this age, they may face a Market Value Adjustment (MVA) or exit penalty.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

411060DA   Click here to contact the authors.

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