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Pension and tax planning guides

A range of guides, factsheets and insights to support you and your clients.

Pensions and divorce

From earmarking orders, to pension sharing, lifetime allowance and offsetting, we cover the important technical details on penisons and divorce.

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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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Client guide: Explaining how pension withdrawals are taxed

To support your discussions with clients, our latest guide covers which pension withdrawals are taxed, how we calculate and deduct tax and how to reclaim overpayments.

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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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Tax tables 2018/19

Find all the tax rates and thresholds you need in our 2018/19 tax tables. Also included are the new Scottish income tax rates.

To order printed copies, click here.

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Pension death benefits and tax

In this video, Paul Kennedy, Head of Tax & Trust Planning for FundsNetwork, talks about the pension death benefits.

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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