Zurich Pensions Handbook, 9th Edition
UK Edition

By Anthony Reardon
Financial Times / Pearson Education Limited
November 2003
ISBN: 0273675419
460 Pages, 5 " x 8 "
$79.50 Hardcover


It's never too early to start thinking about the different pension options available and planning ahead now will help you to enjoy the lifestyle you want in retirement. Today, a secure, well-performing pension is no longer a luxury - it's a necessity. With the state pension generally regarded as inadequate, having a sufficient income in retirement must be a major financial priority. But how and where to invest can be a difficult decision. And, with the wide and complex choice of pension schemes that are now available, it's even more important that investors know where to turn to successfully manage their wealth for retirement.

This fully updated handbook provides invaluable guidance on the different pensions schemes available and how they work. It offers practical insight on all areas of pension planning including:
" in-depth reviews of the different pension schemes, their structure and benefits
" explanation of the Inland Revenue requirements that must be adhered to
" individual pensions - how they operate and who is entitled to use them
" sensible planning and efficient management - ensure financial security on retirement

NEW TO THIS EDITION:
" the Inland Revenue changes affecting existing plans (retirement annuities, personal pensions, executive schemes, small self-administered schemes, self-invested personal pensions and pensions life cover)
" changes to information sent by providers to planholders about their pension funds (pensions will be shown in today's terms rather than future values)
" proposed changes by the Department of Work and Pensions (affecting occupational pension schemes and contracting out requirements)
" changes to income drawdown schemes
" new types of and changes to annuity and equity release schemes
" impact of the Pensions Credit

Contents
TABLE OF CONTENTS
1. Employed v Self-employed
2. Historical notes
3. Occupational Pension Schemes - inland revenue approval
4. Maximum permitted benefits
5. Unapproved pension schemes
6. Company directors
7. Funding methods
8. Insured Pension Arrangements
9. Small Self-Administered schemes and insurance company hybrid schemes
10. Topping-up group schemes
11. State Benefits
12. Contracting out of the state earnings related scheme
13. Executive Pensions & Inheritance Tax planning
14. Personal Pensions, Stakeholder Pensions and Retirement annuities
15. Tax Planning hints through pensions
16. Leaving service benefits
17. Pension sharing on divorce or annulment
18. Various aspects of executive pension plans
19. Retirement options - investment considerations
20. Pensions - the future

Appendices
Index

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