Personal pensions

News and updates

Delivering a decent drawdown review process takes time and resources. This article looks at how you can manage drawdown clients in a more cost effective way.

There were no changes to carry forward announced in the last budget, but advisers and their clients should be aware of how to treat the 2015/16 tax year when using carry forward. This was affected by the alignment of pension input periods (PIPs) to tax years from 8 July 2015.

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL.