global
GLOBAL
GLOBAL
en-GLOBAL
global_noInvestor_classes
noInvestor
noInvestor
en
en

LESSON NAVIGATOR

CURRENT

Pre-retirement planning: pensions

Key Takeaways

  • What the E.E.T. regime refers to
  • The tax benefits of saving through a pension
  • Understanding the protocol for pension scheme contributions
  • What the difference is between threshold income and adjusted income
  • How the value of the employer’s contribution to a defined benefit (DB) scheme is calculated
  • How tapering affects a high income individual’s annual allowance
  • The information a pension savings statement contains
  • What happens after the money purchase annual allowance is triggered
  • What to do if a statement is not automatically issued by the scheme

Key topics

Pre-retirement planning: pensions

No data was found
Prev
Next

Course Lessons

To claim your structured CPD complete the following lessons.

Pension contributions – tax relief and the annual allowance

A summary of the tax treatment for registered pensions and an overview of tax relief on pension contributions
1
2020-04-02 10:13:00

A guide to the tapered annual allowance

Tapered annual allowance can be complex but our guide shows how it could affect you and what happens if you exc…
2
2020-04-01 10:23:00

A guide to pension savings statements

When it comes to self-assessment, what are the issues pension scheme members need to be aware of?
3
2019-10-24 10:00:00

Certificate

Legal and regulatory disclosures

For professional clients and/or qualified investors only

Nothing on this website is, or is intended to be, an offer, advice, or an invitation to buy or sell any investments, in any jurisdiction where, or to anyone whom it would be unlawful to do so. Please read our full terms and conditions before proceeding further with any investment product referred to on this website. This website may not be suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek professional advice before proceeding further with such product. I have read and accept the terms and conditions and cookie policy of this site.