Pensions

Pension news for Financial Advisers & Paraplanners - Prudential: Did you know…?

When inheriting pension death benefits could be better planned. Jacqueline Clezy, Technical Manager at Prudential goes into more detail. more...

Pensions Update for Financial Adviser and Paraplanners - FundsNetwork: Pension lifetime allowance

FundsNetwork’s guide covers the key aspects of the pension lifetime allowance more...

Pension news for Financial Advisers & Paraplanners - FundsNetwork’s technical content all in one place

This toolkit brings together a range of topical areas which have been popular with advisers and paraplanners in recent months. The electronic document has been set up to allow you to easily navigate to the content of most interest to you. more...

Pension news for Financial Advisers and Paraplanners - Prudential CPD Compilation – Lifetime Allowance

A top reason advisers use Prudential’s website is to find information about Lifetime Allowance (LTA). Although the LTA has increased to £1,055,000 from 6 April 2019, many members have pension funds above this level and could be subject to LTA excess tax charges. Here's a quick reminder on LTA while earning structured CPD. more...

Retirement news for Financial Advisers & Paraplanners - Legal & General - A guaranteed income with flexibility?

How can you help your clients achieve financial security while adapting to their changing needs and goals in retirement? Our latest article discusses this challenge, and how the new partial withdrawal feature on our Fixed Term Retirement Plan could help. more...

CPD update for Financial advisers and Paraplanners - Royal London: We’ve launched our Pension CPD hub

To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub. more...

Pension news for Financial Advisers and Paraplanners - Royal London: British Steel Pension Scheme independent review

Justin Corliss looks at the recent independent review of the British Steel Pension Scheme restructure. more...

Pension News for Financial Advisers and Paraplanners - Defaqto: Pension service review 2019

This independent publication provides financial advisers with insight to help them benchmark their own personal experiences of individual pensions providers with those of their peers, enabling them to select partners based on service criteria. more...

Pensions news for Financial Advisers & Paraplanners - Royal London: How sustainable income levels can protect portfolio strength

Taking a sustainable level of income is important in helping drawdown customers maintain a resilient portfolio during periods of investment volatility. more...

Pension News for Financial Advisers and Paraplanners - FundsNetwork: Explaining how pension withdrawals are taxed

To aid your client conversations, download FundsNetwork’s guide 'Explaining how pension withdrawals are taxed'. more...

Pensions news for Financial Advisers & Paraplanners - Old Mutual Wealth: Carry forward and tapering. What are the key considerations?

I find the carry forward rules for the pensions allowance confusing, especially for clients who are subject to tapering. What are the key considerations? more...

Pension news for Financial Advisers and Paraplanners - Aegon: Using salary sacrifice to put a priority on pensions

Back in 2017, the government reduced the number of employee benefits that would have previously attracted tax savings when arranged through salary sacrifice schemes. more...

Pension news for Financial Advisers and Paraplanners - FundsNetwork: Annual allowance and utilising carry forward

To help your clients understand the importance of maximising their pension contributions, check FundsNetwork’s factsheets on annual allowances and carry forward. You will also find information for clients who are affected by the tapered annual allowance, explaining how this is calculated and what happens if the allowance is exceeded. Visit FundsNetwork’s tax year end hub and select the ‘Pension’ tab. more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Old Mutual Wealth: Five tax tips that demonstrate the value of advice

Never has it been more important to clearly demonstrate the value of advice. Peace of mind is hard to quantify. The amount of tax saved is not. more...

Pensions News for Financial Advisers and Paraplanners - FundsNetwork’s lifetime allowance technical guide

Lifetime allowance (LTA) planning has undergone a range of changes over the years. FundsNetwork’s technical guide covers the key aspects, such as transitional protection, enhancements and reductions, test trigger events and the LTA charge. more...

Pension news for Financial Advisers and Paraplanners - FundsNetwork: Pension considerations – a step-by-step approach

Calculating pension allowances for your clients, particularly at this time of the year, can be highly complex. FundsNetwork’s tax and pension experts, Paul Kennedy and Paul Squirrell, discuss how taking a step-by-step approach to identifying different client circumstances, can help to highlight important considerations. more...

Pensions News for Financial Advisers and Paraplanners - Aegon: Using salary sacrifice to put a priority on pensions

Back in 2017, the government reduced the number of employee benefits that would have previously attracted tax savings when arranged through salary sacrifice schemes. more...

Pensions News for Financial Advisers and Paraplanners - Aegon: An update on the lifetime allowance

The standard lifetime allowance (SLA) sets a limit on the amount of pension benefits that can be paid to an individual, by way of lump sums or retirement income, without triggering an additional tax charge. more...

Pension News for Financial advisers and paraplanners - Aegon: The standard lifetime allowance

The standard lifetime allowance (SLA) sets a limit on the amount of pension benefits that can be paid to an individual, by way of lump sums or retirement income, without triggering an additional tax charge. more...

Pension Webinar for Financial Advisers & Paraplanners - Old Mutual Wealth: Making the most of the pension funding tax breaks

The tax advantages associated with registered pension schemes can be enormously beneficial in helping members to secure their financial future. more...

Retirement events for Financial Advisers & Paraplanners - Legal & General Home Finance Breakfast Roundtables - Using Property Equity for Income

Join our product specialist, Amy Mulvey and our Head of Adviser Sales, Rob Miles at one of six locations, to discuss how you can help shape your clients’ portfolios by utilising their property equity for income. more...

Pension & ISA tools for Financial Advisers & Paraplanners - FundsNetwork: Your pension and ISA resources in one place

FundsNetwork™ has launched a dedicated support zone that includes a wide range of useful materials for this time of the year. It provides resources to help planning and aid client discussions, so that they can utilise valuable pension and ISA allowances. more...

Pension news for Financial Advisers & Paraplanners - FundsNetwork: Annual allowance and utilising carry forward

To help your clients understand the importance of maximising their pension contributions, check FundsNetwork’s factsheets on annual allowances and carry forward. You will also find information for clients who are affected by the tapered annual allowance, explaining how this is calculated and what happens if the allowance is exceeded. Visit FundsNetwork’s tax year end hub and select the ‘Pension’ tab. more...

Pension news for Financial Advisers and Paraplanners - FundsNetwork: Taking the CII pension exams this April or just need a refresher?

FundsNetwork’s library of retirement technical videos can help you prepare for the CII pension exams, including a video focusing on exam techniques. The learning outcomes for each topic are listed against the different qualifications, to help you identify which subjects to focus on. more...

Retirement Webinar for Financial Advisers & Paraplanners - Defaqto: Selecting investment strategies for income

Paul Tinkler, Insight Consultant, will give an introduction to the challenges facing advisers in managing retirement plans for clients in today’s marketplace. more...

Pension news for Financial Advisers & Paraplanners - Your Future Sipp by Curtis Bank

We’re delighted to share that Curtis Banks' new pension, Your Future SIPP, will be available in just a couple of weeks’ time Before Curtis Banks launch, we’d like to share a few more details and provide some independent insight into why their new SIPP is just right for you and your clients, and why Curtis Banks is the right company to provide it. more...

Tax news for Financial Advisers & Paraplanners - FundsNetwork: Tax year end - Client guide to pension and ISA allowances

To support discussions with your clients, FundsNetwork’s latest guide to pension and ISA allowances, provides clear and concise information on the importance of maximising the allowances available. It can be downloaded from both the pension and ISA sections of their tax year end support hub. more...

Pension news For Financial Advisers and Paraplanners - Old Mutual Wealth: Ten essential drawdown tips

I give you 10 essential drawdown hints and tips you should use with your clients. People who enter drawdown with the help of a financial adviser have got off to a great start. This is because you will ensure they shop around, avoid scams and make decisions that target good outcomes. more...

Pension event for Financial Advisers and Paraplanners - Old Mutual Wealth: Pension Masterclasses: Responding to change and dealing with the known knowns

Whatever your clients envisage for their retirement, having the right plans in place is crucial to give them the confidence to enjoy it. Our 2019 pension masterclasses will explore some of the crucial planning issues you’ll need to know about when delivering pensions advice to your clients. Spaces are limited, so register now to secure your place. more...

Pension news for Financial Advisers and Paraplanners - Prudential: The Christmas stocking may be empty but there’s a token coming in the Easter egg basket!

As far as pensions are concerned, the budget didn’t present as much as a small stocking filler. But just before the Easter Bunny arrives we’ll have a higher lifetime allowance limit. Jacqueline Clezy, Technical Manager at Prudential goes into more detail. more...

Pension news for Financial Advisers and Paraplanners - Defaqto: How the Ssas market has evolved

Richard Hulbert discusses how the small self-administered schemes market has evolved. more...

Pension news for Financial Advisers and Paraplanners - Royal London: Steve Webb looks back at 2018 in pensions

From DB transfers to Brexit: Steve Webb considers the big stories in pensions from the last 12 months. more...

Pension news for Financial Advisers and Paraplanners - Prudential: A birthday to celebrate

Prudential’s PruFund Growth in pensions is about to have its 10thbirthday. more...

Protection news for Financial Advisers and Paraplanners - L&G: Think you know about annuity underwriting?

Our latest article on How to get the best annuity rate for your client explains that annuity providers never judge or pass comment. In fact, the more the provider knows about their lifestyle, the more likely the consumer is to get the best rate for their circumstances. more...

Pension news for Financial Advisers and Paraplanners - FundsNetwork's State Pension guide

It examines the differences between the old and new State Pensions and the options open to clients should they wish to boost their entitlement or defer their income. more...

Pension news for Financial Advisers and Paraplanners - L&G: Consumers still confused about pension freedoms

Three years down the line and there’s still considerable confusion among retirees about their options at retirement. And it’s costing them dearly. more...

Pension news for Financial Advisers and Paraplanners - FundsNetwork’s technical matters: pensions and divorce

The pension fund can be a substantial financial investment in divorce settlements, although its ultimate value at retirement is unlikely to be known at the point of divorce. From earmarking to pension sharing and lifetime allowance considerations, FundsNetwork cover many technical aspects that should be taken into account. Their support includes a 9 minute video, a technical guide as well as some bitesize articles. more...

Pensions guide for Financial Advisers and Paraplanners - FundsNetwork's State Pension guide

It examines the differences between the old and new State Pensions and the options open to clients should they wish to boost their entitlement or defer their income. more...

Partner webcasts for Financial Advisers and Paraplanners - Prudential: Suitability Matters webinar

Register to join one of Prudential’s webinar sessions on Thursday 15 November to help you identify new opportunities with your clients. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Join us for a webinar on pensions and divorce

Did you know 42% of UK marriages end in divorce? Find out why it’s a hot topic in the world of pensions Join Clare Moffat, Head of Business Development at Royal London as she hosts a webinar on Pensions and Divorce on Monday 12 November. more...

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