Pensions
CII/PFS accredited CPD learning that helps take your business forward
Practical Guide putting it into practice
- Scheme specific tax free cash - the A-Day calculations
- How to maximise pension savings
- Tapered annual allowance - decision tree
- Salary sacrifice funding options
- Death benefit nominations
- Using drawdown tax efficiently
- Pension death benefits and the lifetime allowance - decision tree
- Summary of LTA protection
- Video: Child benefit tax - how pension saving can help (5 mins)
- Tax free cash recycling - decision tree
Thought Leadership our insights on current topics
- LTA & legacy planning – when should excess be crystallised?
- Webinar: LTA planning – when should excess funds be crystallised? (36 mins)
- Pension or dividend? The tricky business of profit extraction
- Planning around the tapered annual allowance - five traps to avoid
- Legacy planning with pensions
- Debunking the myths on the best way to take tax free cash
- Pension death benefits - right pension, right nomination, right now?
- Pensions Awareness Day – five LTA myths which could cause clients to cease funding prematurely
- Annual allowance tax – the ‘scheme pays’ clock is ticking
- DB transfers - navigating the appropriate limit