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.

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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.

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Tax tables 2019/20

Find all the tax rates and threshold for the tax year - 2019/20.

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Retirement videos to support CII exams

Watch our technical videos to improve your knowledge or prepare for your upcoming pension exams.

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