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For financial advisers - compiled by our team of experts, qualified in pensions, taxation, trusts and wealth transfer.

Techzone has now launched a series of CII/PFS accredited CPD modules. Visit the CPD hub on Standard Life Adviser, or look out for CPD links within the relevant guides here on Techzone.

Latest insight

11 February 2020Business owners: tax-efficient profit extraction
28 January 2020Effective tax planning with pension contributions
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17 December 2019Techzone’s top five topics of 2019
5 December 2019Webinar: LTA planning – when should excess funds be crystallised? (36 mins)

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CII/PFS accredited CPD

Pensions

Pensions funding
Retirement benefits
- Taking benefits
- LTA & Protection options
Death benefits
Transfers
- DB to DC
- DC to DC
Workplace pensions
- Auto-enrolment
Investments
- Pension scheme investments
Overseas
- Transfers, Funding & Taking benefits
Other pensions info

IHT & Estate Planning

Investments

Personal taxation

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