Pensions, Retirement and Tax Planning for Advisers

In focus

Tax tables 2021/22

Find all the tax rates and thresholds for the tax year 2021/22.

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Investment Pathways

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.

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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.

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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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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. 

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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