OverviewTechnical matters
Technical matters
Webinar: tax planning considerations following Labour's first Budget Tax year end planning 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
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
2025/26: planning ahead
Annual tax vouchers
Copies of clients’ annual tax vouchers for 2024/25 will be available online from end of April 2025 so you can see what income payments they have received. You also have access to the Annual Distribution Summary report via our Reporting Services.
Here is a guide designed to help your clients understand the tax voucher and the information it contains. It shows the various types of income your clients' investments have produced and any tax we may have deducted.
The annual allowance charge – Scheme Pays
Scheme Pays can be a complicated area. In this guide, Paul Squirrell, our pension expert, provides further details on calculating a client’s annual allowance charge, including two case studies.
Pension Allowance Charge form
A client should use this form to pay the annual allowance charge if they have exceeded their annual allowance, tapered annual allowance or money purchase annual allowance.
The Pension forum
Paul Squirrell, our pension expert, answers technical questions which routinely come up. You can also submit questions you may have.
Technical matters
A range of technical insights on retirement, tax planning and regulatory updates.
Creating retirement income for your clients
Here we present insights and ideas on ensuring a client’s income lasts a lifetime.
Help and support
Answers to the most commonly asked questions by users of our platform.
Client management
All aspects of your clients’ accounts managed through our secure online product administration system.
Adviser fees
A transparent and flexible approach to charging.
Please note that with pension products, your clients will not be able to withdraw their money until the normal minimum pension age, unless the client has a lower protected pension age. Tax treatment depends on individual circumstances and all tax rules may change in the future. The value of investments and the income from them can go down as well as up so your client may get back less than they invest.