Zurich Retirement Planning Handbook

by David Bertram

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Book cover for Zurich Retirement Planning Handbook

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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.
  • ISBN10 0273675427
  • ISBN13 9780273675426
  • Publish Date 16 October 2003
  • Publish Status Out of Print
  • Out of Print 5 May 2012
  • Publish Country GB
  • Imprint Pearson Education Limited
  • Edition 9th edition
  • Format Hardcover
  • Pages 432
  • Language English