Taking Control of Your Pension Plan

‘THE TROUBLE WITH RETIREMENT IS THAT YOU NEVER GET A DAY OFF’ ABE LEMONS

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What Is Covered In This Guide?

  • Radical reform
  • Background to the current pension rules
  • Taxation of Pensions Act 2014 and other
    legislation
  • Pension flexibility
  • Death benefits
  • Example – Flexible pensions and rigid tax
  • Minimum pension age
  • Transfers from defined benefit schemes
  • The right to financial guidance
  • Pension Act 2014: Class 3A national insurance
    contributions
  • What to do now
  • How we can help