Spotlights

Download PDF documents here

We produce a range of leaflets, guides, forms and reports on pension issues. Please feel free to download them – and to contact us if you can’t find the information you’re looking for. If you would like any of the leaflets in Welsh, please let us know by contacting us

Spotlights

• Annual Allowance
• April 2016 changes
• Automatic Enrolment
• Change from RPI to CPI
• Combining Pensions
• Death and Taxes
• Death benefits - taking small dependants’ pensions as a lump sum
• Death lump sums - defined benefit schemes
• Defined benefit (DB) schemes and pension freedoms
• Defined Benefits: How secure is my pension?
• Divorce, Dissolution, Separation and Pensions
• End of Tax Year Planning
• Exit Charges Cap
• Financial advice and the guidance we can offer
• Fixed protection and lump sum death benefits
• GMP Equalisation
• Ill health
• Income drawdown
• Income drawdown vs annuity purchase
• Lifetime allowance
• Lifetime Individual Savings Accounts (LISAs)
• Living Abroad
• Maternity Leave
• Overseas Pensions: QROPS
• Paying Voluntary National Insurance Contributions
• Pension options after April 2015
• Pension saving for self employed and small business owners
• Pension Scams
• Saving into a pension
• State Pension
• Taking small pensions as a one-off lump sum
• Tax Free Cash
• Tracing your pension
• Transfers In From Overseas
• Transfers with immediate vesting compared with an open market option
• Using a redundancy payment to pay into a pension scheme