Pension and tax planning guides
A range of guides, factsheets and insights to support you and your clients.
The pension lifetime allowance
In this guide, we examine some of the aspects of the lifetime allowance and how it can affect retirement planning.
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Supporting you with your pension due diligence
A guide covering the reasons why you can recommend our Pension to your clients.
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Recommending our ISA and Investment Account
Supporting you in your due diligence process
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The State Pension – a technical guide
Here we examine the differences between the old and new State Pensions and the options open to clients should they wish to boost their entitlement or defer their State Pension.
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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.
Pension considerations at tax year end
A 17 minute video
Pension and tax experts Paul Kennedy and Paul Squirrell take us through a step-by-step approach.
Pension death benefits and tax
An 18 minute video
Pensions can play a far more dynamic role in terms of succession and inheritance tax planning. Paul Kennedy explores both the structure and taxation of death benefits from money purchase pensions.
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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