Pension hot topics

education icon

In this webinar, Fiona Hanrahan and Craig Muir investigate three of the hottest technical pension topics.

  1. How to avoid carry forward mistakes – common mistakes when performing carry forward calculations, how to avoid them and how best to prepare.
  2. ISA vs pension - is now the time to invest? - how some of your clients may be able to boost their assets by 67% by switching their ISA to their pension.
  3. IHT and pensions changes from January 2022 – when IHT can apply to pensions and the recent changes to the reporting of IHT.
CPD learning objectives

60 minutes timer iconAfter watching this webinar, you’ll understand:

  • where mistakes are made when working through carry forward calculations.
  • how a pension can help clients in poorly performing ISA funds.
  • the issues surrounding IHT and pensions.

Once you've watched the webinar, simply complete the short quiz below and give us a few details. You'll then be redirected to your personalised CPD certificate.

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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. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.