FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Planning Solutions

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Bankruptcy and pension scheme benefits

This article outlines the impact on an individual’s pension benefits if they are declared bankrupt.
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Considerations of recycling

What is considered recycling? What about the consequences of recycling? This article will look at what recycling is, what can happen if recycling takes place and how to avoid recycling.
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Income tax considerations for pensions

Income paid from a UK pension fund will be paid under the Pay-As-You-Earn (PAYE) regime meaning this will be paid after tax has been deducted. This taxation can depend on when and how the withdrawal is being made.
Completing forms

Non auto-enrolment funding options

People overlook pension funding options which may be available to higher earners without breaching the auto-enrolment rules. Here we look at a pre A-Day concept applying to the new pension regime and funding.
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Planning to protect your pension - PoA

There are many issues within pensions that need decisions to be made and require a full understanding - something that some may not be capable of as they get older and/or lose mental faculty.
Handing over papers

Pension rules: Care and State benefits

State benefits and care home fees can be affected by how and when pensions are taken - and even if they are not taken. This article looks into some of the effects the new pension legislation could have on these benefits.
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Pensions from April 2015 – A summary

As we know, the Government intends that from April next year, individuals from the age of 55 with a defined contribution pension will be able to access their entire pension flexibly if they wish. The following summarises the main changes.

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