INTERGENERATIONAL PLANNING

Increased longevity, more flexible retirement options and differences in generational needs, makes this an important part of any financial planning conversation.

Expert insight

KEY FACTORS IMPACTING ON INTERGENERATIONAL PLANNING

Read about the generational wealth transfer and how younger generations could benefit from support now.

Read now (PDF 75KB)Opens in a new tab

REVIEWING PENSION DEATH BENEFITS

Key death benefits considerations for pension reviews.

Read now (PDF 114KB)Opens in a new tab

DRAWDOWN, DEATH BENEFITS & ESTATE PLANNING

Read about the tax benefits of flexi-access drawdown & its use in estate planning.

Read now (PDF 125KB)Opens in a new tab

DEATH BENEFITS, YOUR QUESTIONS ANSWERED

Common FAQ’s covering all aspect of death benefits.

Read now (PDF 158KB)Opens the pdf

PENSIONS & INHERITANCE TAX VODCAST

Understand the IHT treatment of pensions, transfers & pension contributions made whilst in ill health

Watch now

MENTAL INCAPACITY

Who’s controlling your client’s affairs?

The role of powers of attorney and their alternatives

Read now (PDF 123KB)Opens in a new tab

PRACTICAL SUPPORT

client guide

What happens to my pension when I die?

Read now (PDF 260KB)Opens in a new tab

client short film

What happens to the money left in your pension when you die?

Watch now

CLIENT NOMINATION FORM

Ensure your clients have an up to date pension nomination form.

Read now (PDF 510KB)Opens in a new tab

RETIREMENT ACCOUNT

Here’s how our flexible retirement plan, could help you and your clients with intergenerational planning.

Read now