Pension and tax planning guides
A range of guides, factsheets and insights to support you and your clients.
Retirement planning and pension toolkit
A toolkit which allows you to easily dip in and out of various technical insights including the State Pension, death benefits, pension and divorce, lifetime allowance and more.
Download your toolkit
The annual allowance charge – Scheme Pays
In this postcard, Paul Squirrell, our National Pensions Sales Manager, provides a step-by-step approach to calculating clients’ annual allowance charges, including two case studies.
Download now
Tax tables 2019/20
Find all the tax rates and threshold for the tax year - 2019/20.
Download now
See our full range of resources
Carry forward
Help your clients save more into their pension with unused annual allowances from the previous three tax years.
Tapered annual allowance
Understand how you can work out your client's threshold and adjusted income to see if they will be affected by the tapred annual allowance.
Pensions and divorce
From earmarking orders, to pension sharing, lifetime allowance and offsetting, we cover the important technical details on penisons and divorce.
The State Pension
Here we examine the differences between the old and new State Pensions, including inheritance, deferring and marital status.
Pension death benefits
Explore the structure and taxation of death benefits from money purchase and defined benefit schemes.
Retirement videos to support CII exams
Watch our technical videos to improve your knowledge or prepare for your upcoming pension exams.
View videos