TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team looks a at range of topics on retirement planning, workplace savings and protection.

Techtalk

TAX YEAR END PLANNING

An example-based summary of tax year end planning opportunities that use pension contributions.

LITTLE BY LITTLE – INDEXATION OF THE LIFETIME ALLOWANCE

The introduction of inflationary increases to the lifetime allowance affects when to crystallise benefits. Here's why.

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ACCESS ALL AREAS… MAKING APPROPRIATE FINANCIAL PROTECTION ACCESSIBLE FOR THE MANY, NOT THE FEW

The role of the new DWP Champion Access to Insurance Working Group in improving access to protection for people living with chronic conditions and disabilities.

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PENSION TRANSFERS, IHT & THE STAVELEY CASE

We explain why the Appeal Court ruling in HMRC’s favour has inheritance tax implications for members in severe ill health who transfer their pension benefits and die within two years.

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DB ADVICE AND PS 18/20 – AN FCA STORY

A practical summary of the FCA’s Policy Statement PS 18/20, which finalised the revised defined benefit advice rules

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AUTOMATIC ENROLMENT: STEPPING UP TO THE NEXT LEVEL IN APRIL 2019

A summary of the April 2019 automatic enrolment increases – and a look at some of the wider implications for employers and employees.

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WORKPLACE SAVINGS SOLUTIONS AND HOW THEY COMPARE

We compare the current range of workplace savings solutions and the key governance
and member protection approaches.

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