Pensions, Retirement and Tax Planning for Advisers

In focus

Guide to pensions and divorce

Here we examine the many technical aspects that should be taken into account, from earmarking to pension sharing and lifetime allowance considerations.

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The State Pension: the new vs the old

In our technical guide we examine the differences between the old and the new State Pensions and the options open to clients should they wish to boost their entitlement by deferring their State Pension.

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Tax tables 2020/21

Find all the tax rates and thresholds for the tax year 2020/21.

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Explaining how pension withdrawals are taxed

To aid your client discussions, here is a practical guide where we explain how the tax on a pension withdrawal is administered and outline the process for reclaiming any overpaid tax.

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Contact us

If you would like to talk to one of our specialists about technical matters, please email us with a brief explanation of your enquiry and we will be in touch as soon as we can.

Continuing Professional Development

We understand that Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services sector. Please use our form to record any learning and development activities you have undertaken, from the range of support of materials available on our website. 

Please note, to enable all functionality within the form to work, download the form to your computer from the browser’s task bar.

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Our range of downloadable materials

Printed copies and literature library
Our Pension

Key areas of interest

Retirement and pensions training

Watch our 46 short retirement videos, totalling over five hours of learning, to improve your knowledge or prepare for upcoming CII exams.

Watch our videos
tax year end hub