Technical stuff

• Another LSDBA query (off back of defined benefits paperwork)

  136 views 1 comment 0 points Most recent by les_cameron January 2024
• Adviser Charges from a pension

  187 views 2 comments 0 points Most recent by benjaminfabi January 2024
• DB Transfers for people past Normal Retirement Age

  159 views 1 comment 0 points Most recent by les_cameron January 2024
• Bonds, Lives Assured & Insurable Interest

  315 views 1 comment 0 points Most recent by les_cameron January 2024
• New lifetime allowance technical notes from Prudential / M&G

  153 views 0 comments 0 points Started by richallum January 2024
• Pension Contributions Over 75

  166 views 1 comment 0 points Most recent by les_cameron December 2023
• NEW LTA Rules

  339 views 16 comments 0 points Most recent by les_cameron December 2023
• L&G Fixed Term Retirement Plan - LTA query

  163 views 1 comment 0 points Most recent by les_cameron December 2023
• PEP and Sanctions Checks for new clients

  87 views 1 comment 0 points Most recent by Steven_McBurnie November 2023
• Bond Owner different to Life Assured Considerations

  302 views 1 comment 0 points Most recent by les_cameron November 2023
• Offshore 'Pensions'

  95 views 1 comment 0 points Most recent by richallum November 2023
• Offshore bond withdrawal strategy

  172 views 4 comments 0 points Most recent by amarshall November 2023
• DFM proposes using a professional fund for a retail client - issues and thoughts?

  69 views 0 comments 0 points Started by Benc4032 November 2023
• Scheme-specific Tax Free Cash Entitlement

  122 views 2 comments 0 points Most recent by Paulrobo10 November 2023
• Scheme Specific PCLS - brain hurting

  151 views 5 comments 0 points Most recent by benjaminfabi October 2023
• Will beneficiary FAD be taxed as income or not?

  205 views 2 comments 0 points Most recent by benjaminfabi October 2023
• when is a pension transfer effected

  113 views 1 comment 0 points Most recent by richardgough September 2023
• US 401K plans

  134 views 3 comments 0 points Most recent by amarshall September 2023
• Scheme Specific Tax-Free Cash Query with new LTA regimes

  136 views 4 comments 0 points Most recent by les_cameron September 2023
• LTA / Small Pots & max PCLS

  169 views 7 comments 0 points Most recent by les_cameron September 2023
• Bond Surrenders and Spousal Exemptions

  234 views 3 comments 0 points Most recent by les_cameron September 2023
• State Benefits

  452 views 5 comments 0 points Most recent by les_cameron September 2023
• Smoothed Return options

  140 views 2 comments 0 points Most recent by TimMatthias September 2023
• US citizens - options?

  86 views 0 comments 0 points Started by Wildparaplanner August 2023
• You don't need to include cost comparisons in pension switching reports ...

  245 views 5 comments 0 points Most recent by benjaminfabi August 2023
• Offshore Bond In Trust: Assign or Surrender?

  674 views 3 comments 0 points Most recent by les_cameron August 2023
• Safe/Sustainable Withdrawal Rates

  169 views 2 comments 0 points Most recent by Nath July 2023
• Paying private school fees via Ltd Company

  1.4K views 3 comments 0 points Most recent by TomLloyd_Read June 2023
• (Yet more) Top-slicing changes

  162 views 1 comment 0 points Most recent by paranoidplanner June 2023
• New SSAS

  139 views 3 comments 0 points Most recent by amarshall June 2023