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
- 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
- Scheme specific tax free cash - the A-Day calculations
- Using drawdown tax efficiently
- How to maximise pension savings
- Death benefit nominations
- The tapered annual allowance - adjusted income and threshold income
- Registering for fixed or individual protection
- Pension death benefits and the lifetime allowance - decision tree
- Salary sacrifice funding options
- Consolidating pensions
- Summary of LTA protection
Thought Leadership our insights on current topics
- Will the increased normal minimum pension age affect your clients?
- Does the LTA freeze mean that pension savings should be put on ice?
- Tax planning with redundancy payments
- Debunking the myths on the best way to take tax free cash
- COVID-19: Government support and the impact on auto-enrolment and pension funding
- LTA & legacy planning – when should excess be crystallised?
- Does it make sense to gift surplus pension income?
- Is the LTA charge a price worth paying?
- Pension death benefits - right pension, right nomination, right now?
- Tapered annual allowance - could high earners contribute more this tax year?