Overview
Technical resources
Tax planning opportunities for 2024/25 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 hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
Technical matters
Tax planning opportunities for 2024/25 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
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Retirement technical videos
The following videos are designed to help you complete your Level 6 Pension Transfers (PETR) course with The London Institute of Banking & Finance.
About the speaker
Neil Dickey, Independent consultant
Neil is a fellow of the Personal Finance Society (PFS) and a Chartered Financial Planner. He is one of the UK's most qualified and respected names in financial planning. Having started his career as an adviser, he's also worked as a paraplanner and more recently as a freelance technical author and trainer.