This technical guide provides detailed information on the rules and regulations for Pension Freedoms The Guide has been designed to help professionals get-to-grips with this complicated and increasingly important area.
Articles on the topic of pensions.
This webinar serves as a helpful introduction to thinking about your financial planning, understanding your needs and opportunities at this stage of life and protecting your family and liabilities.
Presentations slides from our webinar which focused on strategies for dealing with clients in drawdown, or about to enter drawdown
Following changes to the tax treatment of buy-to-let property and with Brexit fast approaching we consider the outlook for buy-to-let property and consider the pros and cons of property vs. pensions.
Using the case study example of SME owner, Peter Pickle, this webinar will help you get-to-grips with the complexities of the pensions regime prior to and whilst drawing benefits, so you are better equipped to both advise clients and manage your own pension savings.
Changes to pension legislation, the constraints of both Annual and Lifetime Allowances as well as rising inflation and longevity are make saving for retirement increasingly difficult. In this webinar, we explain how prudent planning can help.
Guidance from Prudential on what to consider in relation to the Lifetime Allowance and Annual Allowance to see if pension saving is still right for high net worth clients.
Tool from Prudential for financial advisers to help work out how Annual Allowance could affect clients – whether the standard Annual Allowance or Tapered Annual Allowance applies, as well as the amount of unused allowance and carry forward.