FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Taking Pension Benefits 

st pauls

Small Pots and Triviality 

April 2015 saw the introduction of one of the biggest changes to pensions ever seen. This is potentially changing the fundamental concept of a pension and what it can be used for.
Cash

Scheme specific lump sum protection

Some individuals who are members of occupational pension schemes or section 32 policies are afforded a degree of protection, known as scheme specific tax-free cash protection. This article explains how this protection works.
Presentation

Flexibility in capped drawdown

A drawdown arrangement that allows a client the flexibility to lock in a higher capped drawdown income limit is invaluable. We examine the issues that can affect the maximum income under capped drawdown and the options in a drawdown arrangement that are required to take advantage of them.
hands

Block Transfers

This article explains what a block transfer is and how it can protect tax-free cash and early retirement ages when pension rights are transferred between pension schemes.
Lions

Protected tax-free cash exceeding 25%

This article explains the need to protect valuable pre A-Day tax-free cash entitlements held in occupational pension schemes.

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