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Searching for: researcher is "skandia"

Surveys listed in reverse order of publication date

Results 1-15 of 20. Go to page: 1  2  
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Budget changes lead to more demand for financial advice
Adviser Insight Survey
Skandia
14 Jul 2014 United Kingdom Pension Reform, Annuities and Income Drawdown, Advisers
According to research from Skandia, 64% of advisers had received an increase in the level of enquiries, either from existing clients or new prospects. Almost 71% of those enquiries concerned either pension saving, retirement income or IHT/legacy issues.

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 >> Jul 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

52853599   Click here to contact the authors.
 
Annuity system 'failing consumers' - 60% not clear on retirement income
Adviser Insight Survey
Skandia
12 Nov 2013 United Kingdom Investment - Performance, Annuities and Income Drawdown, Advisers
According to research from Skandia, 69% of the 671 financial advisers questioned believe that the annuity system is failing consumers. The research also revealed that 81% of advisers believe that the introduction of flexible drawdown has made income drawdown an even more attractive option.

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 >> Nov 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1D80708A   Click here to contact the authors.
 
Two thirds of pensioners in drawdown could improve their tax efficiency
Two thirds of pensioners in drawdown could improve their tax efficiency
Skandia
8 Jul 2013 United Kingdom Taxation, Savings
According to figures from Skandia, only 35% of customers in drawdown are taking their full income allowance meaning that 65% of people with money purchase pension savings have the potential to improve their tax efficiency.

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 >> Jul 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7A7802F6   Click here to contact the authors.
 
Pension income could rise by as much as 33% for women, but women need to be aware of their options to ensure they benefit from this opportunity
Pension income could rise by as much as 33% for women
Skandia
19 Dec 2012 United Kingdom Pensioners & Retirement, European Union issues, Equality, Savings
According to research by Skandia, women could potentially boost their retirement income by 33% following the new gender directive which came into effect on 21 December 2012.

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 >> Dec 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C173796E   Click here to contact the authors.
 
UK's Youth Encouraged To Bolt Britain
UK's Youth Encouraged To Bolt Britain
Skandia
17 Sep 2012 United Kingdom Savings
68% of UK professionals aged 50 or above claim that they have not saved enough to enjoy a comfortable retirement, according to research carried out for Skandia by skilledpeople.com. 71% of  those questioned advised people currently in their twenties to make saving for retirement a priority, with 81% warning that the state is unlikely to look after them in retirement.

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 >> Sep 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

BD71751C   Click here to contact the authors.
 
Parents can boost their child's inheritance by thousands
Parents can boost their child's inheritance by thousands
Skandia
11 Sep 2012 United Kingdom Taxation, Savings, Annuities and Income Drawdown
According to Skandia, parents can boost the value of their child's inheritance by contributing any surplus pension income into a pension for them. The research reveals that tax and estate planning could  increase the value of the child's inheritance by £75,400 after ten years.

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 >> Sep 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A6712956   Click here to contact the authors.
 
Grandparents can make their grandchild a millionaire from just 240 per month
Grandparents can make their grandchild a millionaire from just 240 per month
Skandia
3 Sep 2012 United Kingdom Savings
According to new research from Skandia, if grandparents were to save £240 a month into a pension for their grandchild for 18 years, when the grandchild reaches 60-years-old they could be a millionaire.

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 >> Sep 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

6C71047A   Click here to contact the authors.
 
Recycle unused pension income to save thousands in tax at no extra cost
Recycle unused pension income to save thousands in tax at no extra cost
Skandia
7 Aug 2012 United Kingdom Taxation, Savings, Annuities and Income Drawdown
Research from Skandia has found that a person with a pension of £150,000 who enters income drawdown aged 55 can save £28,000 in tax if he recycles unused income for 10 years. According to Skandia, those in drawdown and not taking an income, could create additional pension savings by taking the income from their current drawdown fund and re-investing it as a new contribution. The newly created pension will provide an extra 25% tax free lump sum and there will be no 55% death tax liability if the investor dies before the age of 75.

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 >> Aug 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

BF705770   Click here to contact the authors.
 
Lack of planning could lead to an unexpected 55% death tax on pension savings
Lack of planning could lead to an unexpected 55% death tax on pension savings
Skandia
30 Jul 2012 United Kingdom Taxation, Savings
Skandia has published figures which reveal that a large number of people in retirement  are not utilising their pension savings efficiently, which could result in their pension funds being hit by an unexpected 55% tax charge on death.

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 >> Jul 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B3704073   Click here to contact the authors.
 
Pension lifetime allowance penalises good investment growth
Pension lifetime allowance penalises good investment growth
Skandia
23 Jul 2012 United Kingdom Taxation, Savings, Investment - Performance
Skandia research suggests that a £1.5m pension lifetime allowance cap could have a detrimental impact on ordinary savers, and not just the wealthy.

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 >> Jul 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

3B70295A   Click here to contact the authors.
 
Growing Pains - A Wealth Check of Britain's Young Adults
Growing Pains - A Wealth Check of Britain's Young Adults
Skandia
Jul 2012 United Kingdom Scheme Issues & Trends, Savings
A study by Skandia has highlighted the financial challenges many young adults experience as they move away from home to establish themselves as independent individuals. The research found that only one in 13 people aged 18-30 have a personal pension, while one in seven are saving for retirement through a company scheme.

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 >> Jul 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CE7203BF    
 
Switching from 'enhanced protection' to 'fixed protection' could provide 75,000 extra tax-free cash
Switching from 'enhanced protection' to 'fixed protection' could provide 75,000 extra tax-free cash
Skandia
20 Feb 2012 United Kingdom Taxation, Investment - General
Skandia claims that people who switch from 'enhanced protection' on pensions valued up to £1.8m to 'fixed protection' could save £75,000 extra, tax-free, if they do so before the tax year end deadline. If they continue with enhanced protection then from 6 April their maximum tax-free cash allowance will fall by 75% to £375,000 compared to the current Lifetime Allowance (LTA) of £1.5m. However, Skandia says that if they switch to 'fixed protection' the maximum tax-free cash available would remain at £450,000.

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 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D96702F9   Click here to contact the authors.
 
SIPPs in danger of being used unnecessarily
Q4 Adviser Confidence Barometer survey
Skandia
10 Jan 2012 United Kingdom Trustees, Investment - General, Advisers
Skandia has published research highlighting the concern that self invested personal pensions (SIPPs) are being used unnecessarily, suggesting that a platform pension could be a more suitable alternative. Further research reveals that 46% of advisers say that just one in ten or fewer of their customers would benefit with a SIPP rather than a personal pension.

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 >> Jan 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

696619D9   Click here to contact the authors.
 
Pension funding gap for 70% of investors - people warned not to leave it too late to start their pension
Pension funding gap for 70% of investors - people warned not to leave it too late
Skandia
19 Oct 2011 United Kingdom Savings, Funding and Minimum Funding Requirement, Advisers
According to research from Skandia, independent financial advisers believe that 70% of their customers have a pension funding gap and would need to increase their pension contributions by 56% to reach their desired retirement income.

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 >> Oct 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C36441C4   Click here to contact the authors.
 
Income withdrawal set to gather momentum over the next 12 months, say advisers
Income withdrawal set to gather momentum over the next 12 months, say advisers
Skandia
10 Jul 2008 United Kingdom Annuities and Income Drawdown, Advisers
Financial advisers are more likely to recommend pension income withdrawal as a viable alternative to annuities over the next year, with 61% saying they expect income withdrawal business to increase over the next 12 months, according to new research carried out by Skandia. 30% of advisers surveyed felt that income withdrawal is appropriate for over half their clients, while a further 50% felt this option was appropriate for at least a quarter of their clients.

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 >> Jul 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5D428678   Click here to contact the authors.
 

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