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Technical resources
Technical resources
Technical matters
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Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
Technical matters
Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
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Paraplanner technical hub
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Technical hub Retirement income Regulation, due diligence and compliance Training support
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
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Technical resources
The rules relating to pensions can be incredibly confusing given the complexity of the Pensions Tax Manual. To help you build your knowledge, we've listed below some useful resources.
The Pension forum
Paul Squirrell, our pension expert, answers technical questions raised via our Pension forum.
Topics include:
- Employer's contributions and PCLS recycling rules
- Taking a PCLS after age 75 and the maximum payment that can be made
- An UFPLS withdrawal and the annual allowance tax charge
Pensions and tax planning training videos
To support anyone studying for pension exams or wanting to build their pension knowledge, we feature a comprehensive range of videos aligned to the learning outcomes for CII exams. What’s more, we also feature personal tax and trust planning training videos to help those studying for CII AF1 exams.
Related content
Technical matters hub
Our ‘Technical matters’ hub provides a wide range of guides and support on retirement and tax planning.
Pension Help & Support
All the information you need on our Pension, including account opening and dealing, re-registrations & transfers, withdrawals and closing an account.