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.
Download now
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.
Download now
Tax tables 2020/21
Find all the tax rates and thresholds for the tax year 2020/21.
Download now
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.
Download now
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.
Download now
Our range of downloadable materials
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.
Pensions and divorce
From earmarking orders, to pension sharing, lifetime allowance and offsetting, we cover the important technical details on pensions and divorce.
Pension annual allowance
Find everything you need to know about the pension annual allowance including; what counts towards it, carry forward and more.
Expression of Wish: pension death benefit nominations
Explore expression of wish forms in detail, pension death benefit nominations and access to other useful guides.
Pension lifetime allowance
Here we delve into the pension lifetime allowance including; protection, benefit crystallisation and access to useful training videos.
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
