MasterClasses

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Pension Transfers

November 2018

Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into Pension Transfers. 

Watch it nowWatch our Tax-Efficient Pension Withdrawals video

Tax-efficient pension withdrawals

September 2018

Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into tax efficient pension income options. 

Watch it nowWatch our Tax-Efficient Pension Withdrawals video

Tax planning with drawdown

April 2018

Join Chris Jones and Tom Coughlan from the Scottish Widows Financial Planning Team as they look at the area of tax planning using drawdown.

Watch it nowWatch our Tax Planning With Drawdown video

Automatic Enrolment - preparing for the challenges

February 2018

Join Chris Jones and Tom Coughlan, from the Scottish Widows Financial Planning Team, as they discuss auto-enrolment elements.

Watch it nowWatch our Automatic Enrolment -Preparing for The Challenges video

Pensions death benefits and inheritance tax

December 2017

Join Chris Jones and Tom Coughlan, from the Scottish Widows Financial Planning Team, as they explore pension death benefits and inheritance tax.

Watch it nowWatch our Pensions Death Benefits and Inheritance Tax video

Residence nil-rate band

November 2017

Join Jeremy Branton and Bernadette Lewis from the Scottish Widows Financial Planning Team, as they take you through residence nil-rate band legislation.

Watch it nowWatch our Residence Nil-Rate Band video

Retirement income planning

September 2017

Join Chris Jones and Tom Coughlan, from the Scottish Widows Financial Planning Team, as they cover retirement income planning.

Watch it nowWatch our Retirement Income Planning video

Pension tax relief

July 2017

Join Chris Jones and Tom Coughlan, from the Scottish Widows Financial Planning Team, as they take you through aspects of pension tax relief.

Watch it nowWatch our Pension Tax Relief video

Lifetime Allowance planning

May 2017

Join Chris Jones and Tom Coughlan, from the Scottish Widows Financial Planning Team, as they cover the Lifetime Allowance. 

Watch it nowWatch our Lifetime Allowance Planning video

Defined Benefit transfers

March 2017

Join Chris Jones and Tom Coughlan, from the Financial Planning Team, as they discuss defined benefits focusing in on some of the factors over and above the critical yield that could influence the outcome for the member.

Watch it nowWatch our Defined Benefit Transfers video

Money Purchase Annual Allowance and Recycling

January 2017

Join Tom Coughlan and Chris Jones, from the Scottish Widows Financial Planning Team, as they analyse Money Purchase Annual Allowance changes.

Watch it nowWatch our Money Purchase Annual Allowance and Recycling video

Pension Accumulation

September 2016

Join Tom Coughlan and Chris Jones, from Scottish Widows Financial Planning Team, as they remind us of the pension planning rules and opportunities we have available to support the client on the journey towards retirement. 

Watch it nowWatch our Pension Accumulation video

Salary sacrifice

July 2016

Join Tom Coughlan and Chris Jones, from Scottish Widows Financial Planning Team, as they look at the advice opportunities and provide practical examples on topics related to salary sacrifice.

Watch it nowWatch our Salary Sacrifice video

The tapered annual allowance

February 2016

Join Tom Coughlan and Chris Jones, from Scottish Widows Financial Planning Team, as they share valuable insights into the Tapered Annual Allowance.

Watch it nowWatch our The Tapered Annual Allowance video

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