Technical stuff

• Pre-2006 SSAS Death benefits

  121 views 5 comments 0 points Most recent by les_cameron January 2024
• Onshore vs Offshore Bonds - Investment Choice

  286 views 0 comments 0 points Started by HR246 January 2024
• Using part of crystallised drawdown pot to buy a fixed term annuity

  755 views 5 comments 0 points Most recent by Calvert76 January 2024
• Another LSDBA query (off back of defined benefits paperwork)

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

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

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

  320 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

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

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

  164 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

  310 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

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

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

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

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

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

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

  135 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

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

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

  454 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?

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

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

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

  170 views 2 comments 0 points Most recent by Nath July 2023