Our dedicated team of tax, trusts and pensions specialists are experts in their chosen fields, and provide analysis and comment on developments and practice in the financial services marketplace. They can identify planning opportunities that could benefit your clients and help you build your business.
We help you identify the retirement and tax planning opportunities around directors' pensions and workplace pension schemes.
We consider pension contribution and tax relief planning opportunities using individual and group pension schemes.
From October 2012, employers will have to automatically enrol all eligible employees in a qualifying pension scheme and make at least a minimum level of contribution on their behalf. Find out more about how this will impact you and your clients here.
Covering aspects of longer term pension planning, including retirement age and benefit crystallisation, tax-free cash and income options, pensions and divorce, triviality, ill-health and more.
We explore a range of pension transfer and switch related topics. Plus we've a suite of sales aids and tools to assist you in the decision process and in meeting the regulator's conduct of business expectations.
Keep up to date with opportunities and information arising from the latest changes to pension regulation and legislation, including RDR and pension reform.
Take a close look at how you can help your clients plan for the most appropriate use of pension scheme death benefits, if the worst should happen.
As a result of the current economic climate and the implications from the Budget for higher rate tax payers we've developed a number of tools and case studies to help you.
Understanding pension input periods is essential for pension advisers. We show you how the rules work.
Helping advisers help employers respond to the challenge of pension reform and compulsory workplace pension provision.
Read our in-depth articles featuring the impacts on pensions, savings & investments.
RDR ready.
Pension Limits & Thresholds 2012/2013
What are the additional advantages?
What the new rules mean for your clients
Overseas pension transfers and qualifying recognised overseas pension schemes
For new business illustrations between £20k - £500k.
