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Check out the most popular technical matters downloads by advisers this month.
Technical resources
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
Technical hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
Technical matters
Tax planning opportunities for 2024/25 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Technical resources
Our ‘Technical matters’ hub aims to support you around a number of themes including advice practice management, retirement planning, pensions technical, investment, tax and regulatory change.
Technical matters
Creating retirement income for your clients
Insights and ideas on ensuring a client’s income lasts a lifetime.
The Pension forum
Paul Squirrell, our Pension expert, answers technical questions which routinely come up. You can also submit questions you may have.
Pensions, retirement and tax planning
Pensions and divorce, death benefits, allowances and much more.
Replacement of the lifetime allowance
The new rules and what they mean for clients.
The beneficiaries flexi-access drawdown conumdrum
Pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits.
Tax relief and annual allowance
Tax relief on pension contributions and matters relating to annual allowances, tapered annual allowance and the annual allowance tax charge.
Retirement and pensions training
46 short retirement videos, totalling over five hours of learning.
Personal tax and trust planning training
This section is designed to help you with your upcoming CII AF1 exams, or simply help refresh your knowledge.
Compliance and regulatory matters
Expert insight to help you stay up to date with changing regulation.
More support
Tax and trust planning
While asset allocation is invariably the starting point for helping clients achieve their goals, effective tax planning is also crucial. Trusts can also play a powerful role in financial planning.
Find out moreParaplanner technical hub
Supporting paraplanners in a world of constant change.
Find out moreLiterature library
All our product literature in one convenient place to help you do business and choose the right investment options for your clients.
Find out moreHelp & support
Find answers quickly to the questions we are most frequently asked.
Find out moreMeet our Technical Team
Our team of specialists brings you the technincal material and technical support on tax planning, savings, investments, pensions and retirement to help you in your role.
Paul Squirrell
Head of Retirement and Savings Development
Donald Manning
Retirement & Savings Development Manager