Overview
Technical resources
Pension, retirement and tax planning Pensions 'in-depth': 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 Keeping your business safe FundsNetwork weekly breakfast briefings
Technical matters
Technical matters
Pension, retirement and tax planning Pensions 'in-depth': 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 Keeping your business safe FundsNetwork weekly breakfast briefings
More support
The beneficiary flexi-access drawdown conundrum
Adviser support package
This package includes a guide to pension death benefit options, providing a simple analysis of the underlying law and the evaluation to follow for each beneficiary. Plus two professional guides related to money purchase and defined benefit schemes and a client-friendly summary explaining the importance of completing an expression of wish.
The rough guide to money purchase pension death benefit options
Our flowchart provides a simple analysis of the underlying law and the evaluation to follow for each potential beneficiary.
Download nowPension death benefits payable under money purchase schemes
Topics include: Income tax treatment of benefits paid following the death of the member under age 75; Income tax treatment on death age 75 and over Charity lump sum death benefits.
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Pension death benefits payable under defined benefit schemes
Topics include: Death in service, in deferment or in retirement; Potential beneficiaries; Taxation – member’s death before age 75; Pension freedom rules.
Download nowExpression of Wish and Nomination form guide
A client-friendly guide explaining the importance of completing an expression of wish.
Download now
Pensions 'in-depth': the lifetime allowance
LTA support material all in one place.
Pensions, retirement and tax planning
Pensions and divorce, death benefits, allowances and much more.
Questions or feedback
Although the information provided in this package is fairly comprehensive, it may not answer all your questions. While we can’t undertake to respond to you individually, we’d like to hear your feedback to help develop material that best assists you.