Pensions
Technical Guide the facts
CII/PFS accredited CPD learning that helps take your business forward
- Understanding pension transfers - DC to DC
- Understanding pension transfers - DB to DC
- Understanding individual protection
- Understanding fixed protection
- Understanding the lifetime allowance
- Understanding recycling tax free cash and income
- Understanding employer pension contributions
- Understanding individuals' pension contributions
- Understanding pension salary sacrifice
- Understanding the pension annual allowance
Practical Guide putting it into practice
- Tapered annual allowance - adjusted income and threshold income
- Using drawdown tax efficiently
- Death benefit nominations
- Pensions and emergency tax
- Scheme specific tax free cash - the A-Day calculations
- Pension death benefits and the lifetime allowance - decision tree
- How to maximise pension savings
- Salary sacrifice funding options
- Summary of LTA protection
- Tapered annual allowance - decision tree
Thought Leadership our insights on current topics
- Removal of the lifetime allowance – what we know so far
- What the self-employed basis period change means for pension funding
- Tax year end planning 2023 - top 10 checklist
- The Finance Bill details LTA changes for 2023/24
- Avoiding the age 75 pension advice pitfalls
- Funding above the annual allowance - when it makes sense
- Minimum pension age rise confirmed - what does this mean for advice?
- Getting pension death benefits into the right hands
- Pension withdrawals and the emergency tax headache
- DB or DC – which one should pick up the LTA charge?