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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.

Don’t miss out!

Check out the most popular technical matters downloads from advisers this month.

  1. Tax tables 2022/23
  2. Pension contributions checklist
  3. Our Platform – one page summary
  4. Recommending our ISA and Investment Account
  5. Recommending our Pension

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.

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Paraplanner technical hub

Supporting paraplanners in a world of constant change.

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Literature library

All our product literature in one convenient place to help you do business and choose the right investment options for your clients.

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Help & support

Find answers quickly to the questions we are most frequently asked.

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Meet 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