Retirement benefits
Technical Guide the facts
- Tax-free cash and the 'lump sum allowance' (LSA)
- Lifetime allowance (for historic reference)
- Scheme specific tax-free cash protection
- Uncrystallised funds pension lump sums (UFPLS)
- Enhanced protection
- Fixed protection
- Triviality and commuting small pensions for cash
- Pensions and ill-health
- Pension age
- Income drawdown
CII/PFS accredited CPD learning that helps take your business forward
- Understanding pensions and ill-health
- Understanding triviality and commuting small pensions for cash
- Understanding pension age
- Understanding annuities and scheme pensions
- Understanding tax-free cash and the LSA
- Understanding scheme-specific tax free cash
- Understanding UFPLS
- Understanding income drawdown
Practical Guide putting it into practice
Thought Leadership our insights on current topics
- Transitional tax-free amount certificates (TTFACs) - who will and won’t need them
- Does it make sense to gift surplus pension income?
- Pension withdrawals and the emergency tax headache
- Debunking the myths on the best way to take tax free cash
- Do your clients need to take action before the LTA goes in April?
- The Finance Bill reveals how tax-free cash usage will be tracked from April 2024
- Minimum pension age rise confirmed - what does this mean for advice?
- Keep it in the family and double your allowances
- A power of attorney keeps retirement income plans on track
- The Finance Bill details LTA changes for 2023/24