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Pensions

Articles on the topic of pensions.

Pension funding and the approach to retirement

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.

Will I have enough for my retirement?

Investing in your retirement gives you the peace of mind that you are going to be comfortable in your later years. There are a number of models you can choose to help you control your planning and funding ahead of your retirement.

Pensions deconstructed: defined benefits transfers

The ‘Pensions Freedoms’ changes introduced in 2015 and the substantial value held in defined benefit pensions (DB) schemes has led to more people seeking advice on whether they should transfer their DB pension pots to a defined contribution (DC) arrangement.

Freedom and choice in pensions

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.

PruAdviser Annual Allowance Calculator

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.

Who do you trust?

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Les Cameron explores the reality of leaving your death benefits to loved ones and why a spousal bypass trust could be a more attractive option.

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