Pensions, retirement and tax planning

In focus

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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The annual allowance charge – Scheme Pays

Paul Squirrell, our National Pensions Sales Manager, provides a step-by-step approach to calculating client's annual allowance charges, including two case studies.

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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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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.

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