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Pensions, retirement and tax planning for advisers

NMPA and protected retirement ages

The Normal Minimum Pension Age is currently set at age 55 and is due to increase to age 57 in April 2028. However, as Paul Squirrell covers in this video, clients may have various forms of protected retirement ages in place – all with associated conditions attached to them.

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NMPA and protected retirement ages — Transcript

In focus

Tax tables 2023/24

Plan ahead with the latest tax tables – all the rates and thresholds for 2023/24.

The State Pension: The new vs. the old

We examine the differences between the old and the new State Pensions and the options open to clients should they wish to boost their entitlement by deferring their State Pension.

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.

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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 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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