OverviewDon’t miss out!
Check out the most popular technical matters downloads from advisers this month.
To help get you to the right website, please choose one of the options below
Technical resources
Pension forum Pension, retirement and tax planning The lifetime allowance Pensions ‘in-depth’: tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Using technology to manage regulatory change Keeping your business safe
Technical matters
Technical matters
Pension forum Pension, retirement and tax planning The lifetime allowance Pensions ‘in-depth’: tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Using technology to manage regulatory change Keeping your business safe
More support
Technical resources
Our ‘Technical matters’ hub provides a wide range of guides and support on retirement and tax planning. We also run events with our technical experts, and as well as our own, we regularly present at third-party events.
Technical matters
Pensions, retirement and tax planning
Pensions and divorce, death benefits, allowances and much more.
Pension lifetime allowance adviser support package
LTA support material all in one place.
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.
Keeping your business safe
Cybersecurity and best practice for preventing fraud.
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