Pensions
CII/PFS accredited CPD learning that helps take your business forward
- Understanding pension transfers - DC to DC
- Understanding pension transfers - DB to DC
- Understanding pensions and ill-health
- Understanding pension age
- Understanding triviality and commuting small pensions for cash
- Understanding scheme-specific tax free cash
- Understanding tax free cash
- Understanding annuities and scheme pensions
- Understanding UFPLS
- Understanding income drawdown
Practical Guide putting it into practice
- Pensions and emergency tax
- Tapered annual allowance - adjusted income and threshold income
- Scheme specific tax free cash - the A-Day calculations
- Using drawdown tax efficiently
- Death benefit nominations
- Registering for fixed or individual protection 2016
- Summary of LTA protection
- Salary sacrifice funding options
- How to maximise pension savings
- Consolidating pensions
Thought Leadership our insights on current topics
- 2024 pension death benefit changes – what we know so far
- Life after LTA begins to take shape
- The Finance Bill details LTA changes for 2023/24
- Spring Budget 2023 pension changes - what advisers are asking
- LTA changes create new funding opportunities
- Removal of the lifetime allowance – what we know so far
- Minimum pension age rise confirmed - what does this mean for advice?
- Funding above the annual allowance - when it makes sense
- Pension withdrawals and the emergency tax headache
- Tax planning with redundancy payments