Retirement planning and pension toolkit

Important insights for financial advisers and paraplanners
Retirement planning and pension toolkit

We hope you enjoyed the recent Personal Finance Society (PFS) regional event and Paul Kennedy’s presentation on pension transfers and Inheritance Tax.

With regulation constantly changing, staying on top of the latest developments can be challenging. That’s why we’ve created an interactive toolkit for members of the PFS which allows you to easily dip in and out of the various topical insights, including:

  • The State Pension
  • Pensions and divorce
  • Pension death benefits
  • Pension withdrawals and how they are taxed
  • Summaries of the latest FCA rules and guidance

The toolkit also contains information to help you with:

  • Your FundsNetwork Pension due diligence
  • Client-facing guides – to support your discussions

… and much more.

Retirement planning and pension toolkit

Topical information all in one place.

Download your interactive toolkit
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