Paul Clark of Russelldene Consulting Ltd is a Chartered Financial Planner, FPFS, ACIPP. His company provides technical consultancy to the financial services industry and specialise in the pensions sector.
One of the services Paul provides to his clients is a regular bulletin (most weeks) entitled Pension Related News. It provides useful information and relevant (unstructured) CPD, including a test, for those specialising in pensions and retirement planning. Although aimed primarily at pension advisers, it will also cover other planning considerations such as taxation.
There is normally a charge for this bulletin but for the next four issues, these will be provided free of charge via the ATEB newsletter. Thereafter, those interested in receiving the bulletin on an ongoing basis should contact ATEB for more information.
The first issue is available here.
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 […]