Here you’ll find a range of materials available including guides to help with client discussions.
The pension lifetime allowance is no more and three new allowances are now in place. In just 10 minutes, Paul Squirrell runs through these allowances, how they work and the payments that are tested against them. He also covers off the transitional arrangements and which clients may need to take action to ensure they are not disadvantaged by the new rules.
More on pension lifetime allowance and transitional tax free certificates here.
To help you create pension prospecting letters or emails for clients, we’ve produced some suggested wording that highlights the benefits of investing in a pension from a client perspective. This wording can be used in conjunction with our client-facing guides.
Client guideOur checklist is designed to highlight important considerations for clients making pension contributions. While there is no limit to the amount that can be saved into pensions each tax year, there is a limit in respect of the contributions that can potentially receive tax relief.
DownloadPaul Squirrell, our pension expert, answers technical questions which routinely come up. You can also submit questions you may have.
A range of technical insights on retirement, tax planning and regulatory updates.
Here we present insights and ideas on ensuring a client’s income lasts a lifetime.
Answers to the most commonly asked questions by users of our platform.
All aspects of your clients’ accounts managed through our secure online product administration system.
A transparent and flexible approach to charging.
Please note that with pension products, your clients will not be able to withdraw their money until the normal minimum pension age, unless the client has a lower protected pension age. Tax treatment depends on individual circumstances and all tax rules may change in the future. The value of investments and the income from them can go down as well as up so your client may get back less than they invest.
Overview
