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Pensions - Technical Central

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Benefit options and lifetime allowance

The main purpose of a pension is to provide a member 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.

Often a case study can help bring a technical point to life. Here are our most popular pensions related articles that contain examples/case studies.

Contributions, annual allowance and tax relief

This section contains information on who can pay pension contribution 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.

This section contains information on and the requirements for transferring pension savings between UK pension providers and overseas. It also covers related topics such as protecting tax-free cash entitlements.

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Rates & factors

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