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Pensions

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Opinion - Engaging with the profession

Monday 27th September 2021
As the PFS prepares for a return to face-to-face events, Matthew Connell reveals what the Society is currently working on, as well as an update on the FCA
Open-access content
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Pensions transfer webinars

Monday 7th June 2021
Bobbi Sills highlights key takeaways from the PFS’s latest pension transfer webinar
Open-access content
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Sharp response

Monday 7th June 2021
Aamina Zafar examines lessons to learn from a recent FCA ruling on pension switching
Open-access content
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Technical Q&A

Friday 12th February 2021
Technical Connection answers questions about inherited shares and whether furlough income counts as earnings for pension purposes
Open-access content
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Retirement storm brewing

Friday 12th February 2021
Luke Holloway examines the impact Covid-19 is having on the Bank of Mum and Dad
Open-access content
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Technical refresher - Blessed relief

Tuesday 1st December 2020
Technical Connection examines how to use personal pension contributions to reduce tax on chargeable event gains
Open-access content
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Technical Q&A

Tuesday 22nd September 2020
Technical Q&A examines passing on the residence nil rate band and the pension annual allowance
Open-access content
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Crystal clear

Tuesday 22nd September 2020
Chris Jones and John Woolley examine the pros and cons of crystallising pension funds when near to the lifetime allowance
Open-access content
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Getting technical

Wednesday 20th May 2020
Technical Connection respond to questions on capital gains tax and pension drawdown
Open-access content
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Drawdown in the downturn

Wednesday 20th May 2020
"Clients in drawdown are facing some very difficult decisions as a result of the Covid-19 disruption"
Open-access content

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