Retirement benefits
Technical Guide the facts
- Tax-free cash and the 'lump sum allowance' (LSA)
- Lifetime allowance (for historic reference)
- Triviality and commuting small pensions for cash
- Scheme specific tax-free cash protection
- Enhanced protection
- Fixed protection
- Uncrystallised funds pension lump sums (UFPLS)
- Pensions and ill-health
- Pension age
- Primary protection
CII/PFS accredited CPD learning that helps take your business forward
Practical Guide putting it into practice
- Pensions and emergency tax
- Using drawdown tax efficiently
- Scheme specific tax-free cash - the A-Day calculations
- Decision tree - who should consider applying for a TTFAC?
- Registering for fixed or individual protection 2016
- Case studies – transitional tax-free amount certificates (TTFACs)
- Summary of transitional protections
Thought Leadership our insights on current topics
- Transitional tax-free amount certificates (TTFACs) - who will and won’t need them
- Does it make sense to gift surplus pension income?
- Minimum pension age rise confirmed - what does this mean for advice?
- The Finance Bill reveals how tax-free cash usage will be tracked from April 2024
- Debunking the myths on the best way to take tax free cash
- Pension withdrawals and the emergency tax headache
- Do your clients need to take action before the LTA goes in April?
- Keep it in the family and double your allowances
- Spring Budget 2023 pension changes - what advisers are asking
- A power of attorney keeps retirement income plans on track