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Pensions - Technical Central

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Our latest research: Counting Down to the Consumer Duty

In our latest research report, we ask advisers how they feel about the new Consumer Duty. We also look at how advisers plan to adapt their business when the new rules come in.

The top tax year end questions answered

Clare Moffat from our Intermediary Development and Technical team looks at the most common questions we receive in the run up to tax year end.

Most popular topics

Lifetime allowance & benefits

The main purpose of a pension is to provide an individual with an income when they reach a certain age. This section provides information on the way benefits can be taken and the limits, protections and allowances that are available to your clients.

Death benefits & inheritance tax

In this section we cover the options and taxation around paying lump sum or pension benefits following the death of an individual or a beneficiary.

Often a case study can help bring a technical point to life. In this section we have a number of case studies covering benefit options and lifetime allowance, contributions, annual allowance and tax relief and death benefits

Contributions, annual allowance and tax relief

This section contains information on who can pay pension contributions to UK registered pension schemes, how much they can pay and how tax relief works. It covers the restrictions and allowances that are available to your clients and what you can do to maximise the amount they can save.

Rates & factors

Find all the rates and factors you need for everything to do with pensions. Here are some of the most popular:

Ask a question

Ask any burning questions you might have about the world of pensions or protection to our technical experts.

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Viewpoint news

Keeping you up to date with pension news and industry updates.

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Meet the experts

Our technical experts are here to turn all the updates and changes to the financial market into understandable articles.

Meet our experts