Locked-in accounts – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sat, 09 Nov 2019 07:02:59 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Locked-in accounts – Investment Executive https://www.investmentexecutive.com 32 32 Unlocking locked-in accounts https://www.investmentexecutive.com/in-depth_/special-reports/unlocking-locked-in-accounts/ Fri, 11 Nov 2016 05:50:00 +0000 https://www.investmentexecutive.com/uncategorized/unlocking-locked-in-accounts/ If your client leaves an employer that offered a defined-benefit pension plan, the client may have options for handling the assets in that plan. Some rules vary from province to province

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New B.C. pension standards provide greater flexibility, security https://www.investmentexecutive.com/news/from-the-regulators/new-b-c-pension-standards-provide-greater-flexibility-security/ Tue, 29 Sep 2015 19:30:00 +0000 https://www.investmentexecutive.com/uncategorized/new-b-c-pension-standards-provide-greater-flexibility-security/ Former plan members gain greater access to locked-in retirement accounts

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Nova Scotia to amend pension benefits regulations https://www.investmentexecutive.com/news/industry-news/nova-scotia-to-amend-pension-benefits-regulations/ Fri, 12 Sep 2014 18:45:00 +0000 https://www.investmentexecutive.com/uncategorized/nova-scotia-to-amend-pension-benefits-regulations/ People facing financial hardship gain greater flexibility to withdraw from locked-in pensions

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Ontario eases withdrawals from locked-in retirement funds https://www.investmentexecutive.com/news/industry-news/ontario-eases-withdrawals-from-locked-in-retirement-funds/ Mon, 24 Jun 2013 18:10:00 +0000 https://www.investmentexecutive.com/uncategorized/ontario-eases-withdrawals-from-locked-in-retirement-funds/ Financial hardship unlocking process simplified

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Beware of schemes to “unlock” RRSPs https://www.investmentexecutive.com/newspaper_/focus-on-products/news-53103/ Tue, 06 Apr 2010 18:27:00 +0000 https://www.investmentexecutive.com/uncategorized/news-53103/ Fraudsters promise that funds can be withdrawn on a tax-free basis

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FSCO outlines changes to treatment of locked-in accounts https://www.investmentexecutive.com/building-your-business/financial-planning/fsco-outlines-changes-to-treatment-of-locked-in-accounts/ Tue, 14 Jul 2009 21:10:00 +0000 https://www.investmentexecutive.com/uncategorized/fsco-outlines-changes-to-treatment-of-locked-in-accounts/ Changes include one-time opportunities to withdraw or transfer amounts

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Ontario seeks input on regulations for locked-in accounts https://www.investmentexecutive.com/news/from-the-regulators/ontario-seeks-input-on-regulations-for-locked-in-accounts/ Tue, 02 Dec 2008 18:30:00 +0000 https://www.investmentexecutive.com/uncategorized/ontario-seeks-input-on-regulations-for-locked-in-accounts/ Comments due Feb. 13, 2009

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Alberta pension watchdog issues warning on locked-in accounts scheme https://www.investmentexecutive.com/news/from-the-regulators/alberta-pension-watchdog-issues-warning-on-locked-in-accounts-scheme/ Wed, 14 Nov 2007 21:10:00 +0000 https://www.investmentexecutive.com/uncategorized/alberta-pension-watchdog-issues-warning-on-locked-in-accounts-scheme/ Superintendent of Pensions investigating

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Changes to rules governing locked-in accounts in Ontario https://www.investmentexecutive.com/news/from-the-regulators/changes-to-rules-governing-locked-in-accounts-in-ontario/ Wed, 01 Aug 2007 21:10:00 +0000 https://www.investmentexecutive.com/uncategorized/changes-to-rules-governing-locked-in-accounts-in-ontario/ Owners of existing LIFs no longer required to purchase an annuity by the end of the year in which they reach 80

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