OverviewRetirement and pensions training
Whether you want to improve your pension technical knowledge or are studying for your pension exams, these videos are a valuable source of information and insight.
Take a look
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
Training support
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.
Take a lookCybersecurity: keeping your business safe
Cybersecurity has never been more important, with phishing, email scams and data breaches all having risen in prominence across the industry. We’ve developed is a range of resources to help you stay safe. Some materials aim to assist business owners and practice managers with cybersecurity strategies while other items recommend some simple steps that all practitioners can take to boost their protection.