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Pensions, retirement and tax planning for advisers

We’re introducing phased drawdown

In July we’ll be launching the ability to do automated regular crystallisations which can be set up, tracked and managed online, with the ability to pay regular (monthly, quarterly, half yearly or annually on the 10th or 25th of the month) PCLS only or combined with regular taxable income.

In focus

Tax tables 2022/23

Plan ahead with the latest tax tables – all the rates and thresholds for 2022/23.

Investment Pathways

New legislation was introduced on 1 February 2021 requiring pension providers to offer Investment Pathways to certain individuals entering or topping up drawdown arrangements.

Guide to pensions and divorce

Here we examine the many technical aspects that should be taken into account, from earmarking to pension sharing and lifetime allowance considerations.

Explaining how pension withdrawals are taxed

To aid your client discussions, here is a practical guide where we explain how the tax on a pension withdrawal is administered and outline the process for reclaiming any overpaid tax.

Contact us

If you would like to talk to one of our specialists about technical matters, please email us with a brief explanation of your enquiry and we will be in touch as soon as we can.

Our range of downloadable materials

Printed copies and literature library
Our Pension


Key areas of interest

The State Pension

Here we examine the differences between the old and new State Pensions, including inheritance, deferring and marital status.

Pension death benefits

Explore the structure and taxation of death benefits from money purchase and defined benefit schemes.

Pensions and divorce

From earmarking orders, to pension sharing, lifetime allowance and offsetting, we cover the important technical details on pensions and divorce.

Pension annual allowance

Find everything you need to know about the pension annual allowance including; what counts towards it, carry forward and more.

Expression of Wish: pension death benefit nominations

Explore expression of wish forms in detail, pension death benefit nominations and access to other useful guides.

Pension lifetime allowance

Here we delve into the pension lifetime allowance including; protection, benefit crystallisation and access to useful training videos.

Retirement and pensions training

Watch our 46 short retirement videos, totalling over five hours of learning, to improve your knowledge or prepare for upcoming CII exams.

Continuing Professional Development

We understand that Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services sector. Please use our form to record any learning and development activities you have undertaken, from the range of support of materials available on our website. 

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