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Personal Financial Planning Regulation
- Listing
- 18 Jul 2017
Resources relating to Personal Financial Planning regulation.
Features and articles
Tax news in brief 15 July 2026
- 15 Jul 2026
Highlights from the broader tax news for the week ending 15 July 2026, including an update from HMRC on the use of incorrect state pension figures in tax calculations.
Government publishes draft Finance Bill legislation
- 14 Jul 2026
The government has published draft legislation confirming several policy announcements made at tax update 2026 and earlier, as well as new consultations on a range of areas, including the taxation of predevelopment costs.
COMMERCIAL PARTNERSHIPS
Choosing the right consolidation path for your defined benefit pension scheme
- 18 May 2026
Define benefit pension schemes rarely sit at the top of your priority list - until they do. Funding volatility, governance burden and balance sheet impact can quickly move pensions from background noise to boardroom concern. At the same time, the range of “endgame” options has expanded, making it harder to know what the right long-term plan looks like.
CORPORATE FINANCE FACULTY
A busier business bank
- 30 Mar 2026
At 11 years old, the British Business Bank has a new strategic plan, more capital at its disposal, and a new statement of intent. Marc Mullen speaks to its first-ever chief investment officer, Leandros Kalisperas, about the bank’s renewed purpose.
Webinars
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PERSONAL FINANCIAL PLANNING COMMUNITY
Commercial Property and Pensions: How SIPPs and SSASs can support practice owners’ retirement planning
- 22 Apr 2026
On-demand webinar from ICAEW's Personal Financial Planning Community, in partnership with Perspective Financial Group Limited, which explores how commercial property can be effectively integrated within pension planning to support long-term retirement goals. Provides insight into when property ownership through a pension is appropriate, how to structure funding and income and how to manage risks.
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PERSONAL FINANCIAL PLANNING COMMUNITY
Could you take advantage of new legislation and fast forward your pension planning?
- 16 Nov 2023
An ICAEW Personal Financial Planning Community webinar on planning for your pension.
TAX FACULTY
TAXbite: Check your NIC record!
- 13 Nov 2019
An introduction to checking your national insurance contributions.
Pensions deconstructed defined benefits transfers
- 01 May 2019
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. For most people this is a complex and significant decision that presents a number of risks and challenges. The Financial Conduct Authority (FCA) has also expressed concern that many financial advisers are not doing this well.
LIBRARY
Automatic enrolment webinar for business advisers
- 22 Nov 2018
TPR webinar on supporting your clients to meet their automatic enrolment duties on time.
Pension Funding and the approach to retirement
- 01 Nov 2018
In this webinar we help you get-to-grips with the complexities of the pensions regime prior to and whilst drawing benefits.
LIBRARY
Workplace pensions webinar for professionals supporting the care sector
- 22 Mar 2017
TPR webinar focusing on particular issues and examples specific to the care sector, aimed at professionals with clients who employ a personal care assistant.
LIBRARY
Supporting your clients through automatic enrolment
- 06 Oct 2016
A TPR refresher webinar for business advisers, covering the basics of AE, latest updates and new online information and guidance to help you and your clients.
Helpsheets and support
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Preparing and filing micro-entity accounts
- Helpsheets and support
- 05 Nov 2025
- PDF (503kb)
This factsheet considers simplifications and options available to micro entities, including an overview of FRS 105 requirements and criteria that needs to be met. Updated November 2025.
Exclusive
FRS 102 Deferred Tax factsheet
- Helpsheets and support
- 07 Oct 2025
- PDF (441kb)
This factsheet provides an overview of FRS 102's accounting and disclosure requirements for deferred tax. Updated for amendments relating to international tax reform and the Periodic Review 2024.
Exclusive
Entitlement to the micro small medium and large companies regimes
- Helpsheets and support
- 17 Sep 2025
- PDF (460kb)
This factsheet introduces the four main sizes of company in the Companies Act 2006 and sets out the criteria for each size regime which are relevant when preparing and filing accounts.
Exclusive
FRS 102 Overview
- Helpsheets and support
- 31 Jul 2025
- PDF (525kb)
This updated factsheet provides a high-level summary of FRS 102 and includes practical tips and guidance on some common pitfalls.
Bloomsbury Accounting and Tax Service
Eligible firms have free access to Bloomsbury Professional's comprehensive online library, comprising around 80 titles from some of the country's leading tax and accounting subject matter experts. Find out who is eligible and how you can access the Accounting and Tax Service.
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Pensions and investments
- eBook chapter
- 22 May 2026
Tax rates and tables for pensions and investment schemes. Helpful additional commentary is included with the rates and tables.
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Pensions and benefits
- eBook chapter
- 22 May 2026
A full chapter on the taxation of pensions and benefits in the UK, written for tax practitioners.
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Pension provision
- eBook chapter
- 11 May 2026
A chapter on the taxation of income from pensions, covering issues relating to UK employers and their staff.
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Pension scheme strategies
- eBook chapter
- 07 Apr 2026
Advice on tax planning for pension schemes, written for anyone who advises or runs a family or owner-managed company.
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Employee benefits
- eBook chapter
- 30 Mar 2026
A chapter on employee benefits within the small companies' financial reporting framework and the micro-entities legislation, written by a specialist on small company reporting issues.
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Automatic enrolment including NEST
- eBook chapter
- 16 Jan 2026
Chapter providing best-practice information on automatic enrolment in relation to payroll management.
Exclusive
Providing for pensions and life assurance
- eBook chapter
- 12 Jan 2026
Expert guidance on pensions and life assurance taxation in relation to business partnerships.
Exclusive
Pensions
- eBook chapter
- 15 Dec 2025
A chapter on pensions law, with information on occupational pension schemes, scheme-specific funding, personal pension schemes, state pensions, stakeholder pensions, auto-enrolment and master trust schemes.
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eBooks
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Good retirement guide 2024: everything you need to know about health, property, investment, leisure, work, pensions and tax
- 31 Jan 2024
- Jonquil Lowe
- Kogan Page
Contains information, suggestions and advice on all aspects of retirement and beyond.
Exclusive
Good retirement guide 2023: everything you need to know about health, property, investment, leisure, work, pensions and tax
- 31 Jan 2023
- Jonquil Lowe
- Kogan Page
Contains information, suggestions and advice on all aspects of retirement and beyond.
Exclusive
A practitioner's guide to correcting mistakes in pension schemes
- 31 Mar 2022
- Paul Newman
- Bloomsbury
Provides those involved in making decisions and giving advice in relation to pension schemes with the material for considering how pension scheme mistakes may be corrected and - if possble - avoided in the future. It is a legal and a practical guide. Some chapters contain specific sections discussing practical considerations which arise in the context of such mistakes.
Terms of use
You are permitted to access, download, copy, or print out content from eBooks for your own research or study only, subject to the terms of use set by our suppliers and any restrictions imposed by individual publishers. Please see individual supplier pages for full terms of use.
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