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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
In this section
The State Pension
The State Pension is an important consideration when managing a client’s retirement income. However, entitlement and the amount due depends on a number of client-specific factors.
Here 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.
Related content
The Pension Forum
Paul Squirrell, our pension expert, clarifies the rules relating to some specific areas of retirement planning.
Retirement and pensions training
This section is designed to help anyone studying for pension exams or wanting to build their pension knowledge.