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Pension facts and planning

Pension facts and planning

Pensions are an ever changing area of law and can be complex. Let our technical managers help by providing:

  • pension fact articles with relevant factual content.
  • pension planning angle developed to allow you to engage with your clients to help them achieve their goals.

Filters

  • Annuities

    December 31, 3000
  • What is an annuity?

  • Purchased Life Annuities

  • Benefit Options

    December 31, 3000
  • Phased Retirement

  • When can retirement benefits be taken?

  • Early Retirement Planning

  • Pension Commencement Lump Sum - Tax Free Cash

  • Drawdown

  • Drawdown Recycling Planning

  • Small Pots & Defined Benefit Trivial Commutations

  • Death benefits for defined benefit schemes

  • Death benefits and annuities

  • Death benefits from defined contribution schemes

  • Miscellaneous

    December 31, 3000
  • Salary Sacrifice

  • Salary Sacrifice Planning

  • Pensions and Divorce

  • Additional Protection for Flexible Pension Consumers

  • The New State Pension

  • Spousal Bypass Trust Facts

  • Scheme Structures

    December 31, 3000
  • Types of Pension Arrangements

  • Legal Structures of Pension Schemes

  • RAC, SIPP and SSAS

  • Section 32 Arrangements

  • Tax Aspects

    December 31, 3000
  • Tax Relief on Member's Contributions

  • Tax Relief on Employer Contributions

  • Annual Allowance

  • Lifetime Allowance

  • Inheritance Tax and Pensions

  • Pensions and Inheritance Tax Planning

  • Inheritance Tax meets Child Benefit Tax Planning

  • Taxation of Pension Income

  • The Child Benefit Trap Planning

  • Pension Tax Planning

  • Comparing pension and buy-to-let property for retirement planning

  • Money Purchase Annual Allowance (MPAA)

  • Lifetime Allowance and Annual Allowance planning for the high net worth client

  • Transferring Benefits

    December 31, 3000
  • Transferring a Pension Scheme

  • Pension Transfer and Conversion (inc DB to DC transfer)

  • Pension Switches (without safeguarded benefits)

  • Transfer to or from Qualifying Recognised Overseas Pension scheme

  • Transitional Protections

    December 31, 3000
  • Tax-Free Cash and Protection

  • Primary Protection

  • Enhanced Protection

  • Fixed Protection

  • Protected Early Pension Age

  • Individual Protection 2014 and 2016

  • Common Questions & Answers

    December 31, 3000
  • Contributions

  • Lifetime Allowance

  • Divorce

For UK Adviser Use Only - Not Approved For Use With Clients