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
- Using drawdown tax efficiently
- Tapered annual allowance - adjusted income and threshold income
- Pensions and emergency tax
- Scheme specific tax free cash - the A-Day calculations
- Death benefit nominations
- Pension death benefits and the lifetime allowance - decision tree
- How to maximise pension savings
- Salary sacrifice funding options
- Registering for fixed or individual protection 2016
- Summary of LTA protection
Thought Leadership our insights on current topics
- Avoiding the age 75 pension advice pitfalls
- Minimum pension age rise confirmed - what does this mean for advice?
- Pension withdrawals and the emergency tax headache
- Funding above the annual allowance - when it makes sense
- DB or DC – which one should pick up the LTA charge?
- Tax planning with redundancy payments
- Debunking the myths on the best way to take tax free cash
- Keeping wealth in the family – saving for children
- LTA & legacy planning – when should excess be crystallised?
- Does it make sense to gift surplus pension income?