You might have seen our various articles covering off the changes to Pension Transfer rules introduced with PS20/06 that came in to full effect on 1 October 2020. You can find these here …
Part one – contingent charging ban
Part three – workplace pensions
Part four – just one more thing?
We have also created three webinars that summarise the rules. These are now available free of charge for a limited period. Going forward, similar webinars will be chargeable for non-ATEB clients.
To access the webinars, go here.
A webinar covering the rules for Client Reviews is also available.
Tax Year End Update
Doug McFarlane Suitability 2024, Pension, transfer, Update
Our report writing software has been fully updated on 6th April 2024 to accommodate changes to allowances, rates and reliefs for the 2024/25 tax year. Full details can be found below: Pensions Existing ‘Lifetime Allowance’ wording removed and replaced with new ‘Lump Sum Allowance (LSA)’ and ‘Lump Sum and Death Benefit Allowance (LSDBA)’ wording. In […]