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
- Tapered annual allowance - adjusted income and threshold income
- Using drawdown tax efficiently
- Pensions and emergency tax
- Death benefit nominations
- Scheme specific tax free cash - the A-Day calculations
- Summary of LTA protection
- Registering for fixed or individual protection 2016
- Salary sacrifice funding options
- How to maximise pension savings
- Tapered annual allowance - decision tree
Thought Leadership our insights on current topics
- Do your clients need to take action before the LTA goes in April?
- 2024 pension death benefit changes – what we know so far
- The Finance Bill reveals how tax-free cash usage will be tracked from April 2024
- The tricky business of profit extraction
- Funding above the annual allowance - when it makes sense
- A dozen reasons to boost pension pots before April
- Life after LTA begins to take shape
- Autumn Statement 2023 - the abolition of the LTA
- Tax planning with redundancy payments
- Pension withdrawals and the emergency tax headache