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Pension

Here you'll find all the support needed when investing in our pension for your clients.

Pension contributions Checklist

Our 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.

Download your pension contributions checklist
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The Pension forum

Paul Squirrell, our pension expert, answers technical questions which routinely come up. You can also submit questions you may have.

Technical matters

A range of technical insights on retirement, tax planning and regulatory updates.

Creating retirement income for your clients

Here we present insights and ideas on ensuring a client’s income lasts a lifetime.

Help and support

Answers to the most commonly asked questions by users of our platform.

Client management

All aspects of your clients’ accounts managed through our secure online product administration system.

Adviser fees

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.