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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
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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.

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