OverviewTechnical matters
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
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Pensions, retirement and tax planning for advisers
In focus
Tax tables 2025/26
The State Pension: The new vs. the old
Explaining how pension withdrawals are taxed
Contact us
If you would like to talk to one of our specialists about technical matters, please email us with a brief explanation of your enquiry and we will be in touch as soon as we can.
Our range of downloadable materials
- Tapered annual pension allowance and how it works
- Pension death benefits payable under defined benefit schemes
- Pension death benefits payable under money purchase schemes
- Dealing with tax in relation to pension withdrawals
- Supporting you in your due diligence process - pensions
- Facilitating adviser fees directly from personal pensions
- The annual allowance charge - Scheme Pays
- Taxing calculations: Capital Gains Tax
- Supporting you in your due diligence process - ISAs and Investment Accounts
- The State Pension Technical Guide
- Create your own pension marketing letters with our help
- Create your own ISA marketing letters with our help
- The State Pension - A guide for people approaching State Pension age
- How does the annual allowance work?
- Tapered annual pension allowance and how it works
- A flexible retirement income for whatever the future holds
- Explaining how pension withdrawals are taxed
- Making a withdrawal from your pension
- Making pension tax relief work for you
- Save more into your pension with carry forward
- Money purchase annual allowance
- A guide to your pension and ISA tax allowances
Request printed copies
Some of our material is available in print format. If you would to order some copies, please complete the online form.
Literature library
All our product literature in one convenient place to help you do business and choose the right investment options for your clients. Take a look.
Our Pension is designed to offer value, choice and options at retirement with all the flexibility you need, including death benefit planning, and an extensive range of investment options. Find out more.
Key areas of interest
The State Pension
Pension annual allowance
Replacement of the lifetime allowance
Expression of Wish: pension death benefit nominations
Retirement and pensions training
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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