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Case study 06.01.2009

Read our case study on income planning to find out how a company director, close to retirement and with little pension provision, can start funding for retirement.

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Latest Updates Archive

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Scheme Pensions remain best advice for taking pensions post age 75
The Chancellor of the Exchequer in his pre-budget statement published draft legislation that would bring surplus funds left on death whilst in a scheme pension in line with surplus funds in alternatively secured pensions.
15 Oct 2007

Stamp Duty on In-specie Contributions of Property
This article was written by Rowanmoor Pensions Technical Services Manager, Phil Clarke and first published in Investment Week on 4 June 2007
06 Jul 2007

Open Letter to Gordon Brown MP, Chancellor of the Exchequer
David Seaton, Director of Consultancy at Rowanmoor Pensions has written an open letter to the Chancellor of the Exchequer in response to the 2007 Budget consultation paper 'Tax Relief for Pensions: Inheriting Tax-Relieved Pension Savings' in which he voices Rowanmoor Pensions' concern that the practical application of recent pensions legislation results in a clear breach of the Financial Services Authority (FSA) principle 6, “treating customers fairly'.
08 Jun 2007

Commercial property investment; the SSAS vs SIPP debate
David Seaton, Director of Consultancy at Rowanmoor Pensions responds to an article on SIPP commercial property investment in the March issue of the Pensions Management.
01 May 2007

Changes to The Rowanmoor Pensions Family Pension Trust, 6 April 2007
Rowanmoor Pensions is the scheme Administrator and scheme operator for Rowanmoor Pensions Family Pension Trust schemes from 6 April 2007.
05 Apr 2007

HMRC gets tough on scheme Administrators
Rowanmoor Pensions comments on the key facts document about the responsibilities of the pension scheme Administrator, issued by Her Majesty's Revenue and Customs on 23 March 2007.
05 Apr 2007

IMPORTANT ANNOUNCEMENT, 1 February 2007
With immediate effect, plant and machinery is no longer an acceptable investment for a Rowanmoor Pensions Small Self-Administered Scheme or Family Pension Trust.
01 Feb 2007

Seaton says
David Seaton, Director, comments on the pre-budget statement of 6 December 2006
13 Dec 2006

Open Letter to Ed Balls MP, Economic Secretary to the Treasury
David Seaton, Director of Consultancy at Rowanmoor Pensions has written an open letter to Ed Balls MP, Economic Secretary to the Treasury to make representation on the debate on Alternatively Secured Pensions (ASP).
02 Nov 2006

Launch of new Family Pension Trust
Family Pension Trust literature now available to download
18 Oct 2006

Scheme Pensions
The only alternative to an annuity?
02 Oct 2006

Tax charges on scheme property expenditure
Scheme property expenses are caught by new unauthorised payment charge.
04 Jul 2006

Seaton Says
David Seaton comments on the impact of the “wholly and exclusively” test on employer’s SSAS contributions.
27 Apr 2006

The Role of Scheme Administrator
Rowanmoor Pensions acts as scheme Administrator for its clients' SSAS schemes.
06 Apr 2006