Corporate identities

Article Abstract:

Corporate personal equity plans (Peps) are used for stocks from a particular company and tend to be inflexible, though they are also cheap. They may be used by employees who can obtain stocks at a discount, and are best suited for long-term holdings. Corporate bond Peps are used for obtaining an income from investments and are low risk, though there is some risk from changes in interest rates. There is also a risk that the bond issuer could have financial problems and not pay interest, so yield is not the only criteria for such Peps.

Stock Ownership Plans, Analysis, Corporate bonds, Employee stock ownership plans

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Great expectations

Article Abstract:

The United Kingdom government announced a plan to introduce a lifelong individual savings account (Lisa) in 1998, but details have yet to be revealed. Lisa has been renamed pooled pension investment (PPI), since Virgin has already registered the Lisa name, and PPI is to be a way of obtaining tax benefit from pension arrangements of all types, especially stakeholder pensions. PPI seems to offer a way to utilise pooled funds for occupational pensions of the money purchase type.

Pensions

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Rich pickings for retirement

Article Abstract:

United Kingdom personal pension plans have become more attractive with the disappearance of personal equity plans scheduled for 1999. Investments grow tax free and there is a tax credit on contributions. Occupational pensions bring the additional benefit of contributions from employers. The state pension could undergo changes but these will take some time to come into affect. There are limits to contributions to pension schemes as a proportion of earnings.

Retirement planning

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