Pensions, Retirement and Tax Planning for Advisers
New legislation was introduced on 1 February 2021 requiring pension providers to offer Investment Pathways to certain individuals entering or topping up drawdown arrangements. Here, Paul Squirrell, our pension expert, looks at the background to this legislation and what it means for advisers and clients of the FundsNetwork Pension.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
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