Overview The State Pension – The new vs. the old scheme
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.
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10 must-do tasks for the start of the tax year The lifetime allowance Retirement Income Pension forum Pension, retirement and tax planning 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 Using technology to manage regulatory change
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10 must-do tasks for the start of the tax year The lifetime allowance Retirement Income Pension forum Pension, retirement and tax planning 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 Using technology to manage regulatory change
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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.
£205K to replace -- why clients really need a full State Pension
There can be lots of reasons why clients might not get the maximum 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.