Zurich Retirement Planning Handbook

by David Bertram (Author)

• Used

  Hardcover
  2003

  $3.25

  Planning for your retirement and choosing pension and investment options to safeguard your financial security can be a minefield. In the last few years, there have been many changes: the ups and downs of the economic situation, early retirement, reduced pension and endowment returns, pension mis-selling and changes in taxation. These changes underline the importance of both setting a retirement plan in place and of keeping it up-to-date. This new 9th edition of the Zurich Retirement Planning Handbook (formerly the Allied Dunbar Retirement Planning Handbook ) focuses on the financial mechanics of planning a stress-free retirement. It discusses the different strategies that will help you to implement a successful retirement plan - taking into account the recent substantial changes in legislation - and reviews the impact and effect of the new changes that are currently underway and of those proposed for the future.New to this edition: *in-depth discussion of how to maximise benefits from pensions *impact and effect of the proposed changes to retirement and pension schemes * what now with investments *changes to the State pension and what they mean for retirement planning *changes to equity release and home income plans * should I carry on working? - the impact of the retirement age.