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 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
- Death benefit nominations
- Using drawdown tax efficiently
- Salary sacrifice funding options
- Pension death benefits and the lifetime allowance - decision tree
- Tapered annual allowance - decision tree
- How to maximise pension savings
- Summary of LTA protection
- DB transfers and the appropriate limit
- Consolidating pensions
Thought Leadership our insights on current topics
- What does the ‘Staveley‘ case mean for pension transfers in ill-health?
- Pension death benefits - right pension, right nomination, right now?
- Could your high earning clients now escape the tapered annual allowance?
- Is the LTA charge a price worth paying?
- LTA & legacy planning – when should excess be crystallised?
- COVID-19: Government support and the impact on auto-enrolment and pension funding
- Pension or dividend? The tricky business of profit extraction
- Planning around the tapered annual allowance - five traps to avoid
- Debunking the myths on the best way to take tax free cash
- Annual allowance tax – the ‘scheme pays’ clock is ticking