MAXIMISING YOUR CLIENTS' ANNUAL ALLOWANCES

Retirement Account

Here, you'll find the latest insight for maximising your clients' annual allowances, and expert guidance to help make the process as straightforward as possible. 

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PENSION ALLOWANCES

Details of the annual allowances for the 2021/2022 tax year to help you support your clients' tax planning.

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CARRY FORWARD

Find out how the carry forward rules are an integral part of tax year planning.

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RETIREMENT ACCOUNT CLIENT SERVICING

Find out how to make a payment into your clients' pension pot, or take an income from your clients' pension pot. 

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Top Up Tool

Use our new top up tool to highlight the positive impact a top up could have on your clients' future retirement.

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CASE STUDY - LEVELS OF CONTRIBUTIONS

Read our case study to see the impact of  increasing contributions - where clients can afford to top up, the benefits can be significant.

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RETIREMENT ACCOUNT ONLINE SERVICES GUIDE

You can administer your business quickly and efficiently through our online services. 

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PENSION WELLBEING CLIENT GUIDE

Share our guide with your clients, full of helpful and practical tips to help them keep their retirement plans on track.

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5 reasons to choose retirement account

Discover 5 reasons to choose Retirement Account.

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Links

Online Application

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Increments

Contact our Retirement Account adviser servicing line:

08000 964 364

Useful things

Reminder of key documents that may be required at tax year end:

  • Full bank details
  • Confirmation of verification of identity
  • Signed lifetime allowance form
  • Income withdrawal details


Useful articles and tips:

Helping your client to make the most of their Pension Allowances

Tax Facts (PDF, 452KB)

CPD: The Tax Aspects of Pension Funding (PDF, 2MB)