Technical

RP case studies: Maximising business growth with SSAS secured loan

This real client case study shows how a SSAS can be used to fund the growth of a family business by making a secured loan, writes Richard Mattison.

RP case studies: Using a SSAS to create liquidity for benefit payments

Stephen McPhillips uses an intergenerational SSAS case study to illustrate how liquidity can be created to facilitate benefit payments

Lisa Webster: Lifetime allowance enhancements explained

Lisa Webster discusses lifetime allowance enhancements which are not applicable 'every day' but can be very important to those who qualify...

Laura Suter: Child Trust Funds come of age

The first Child Trust Funds are coming of age in September. Here, Laura Suter explores how the lucky 18-year-olds can find and access their savings...

Jessica List: Divorce, pension sharing and the LTA

When getting divorced people might not have pension sharing orders or the lifetime allowance at the forefront of their mind, writes Jessica List. However, it pays to keep these things in mind...

RP case studies: Refund of excess contributions lump sum explained

Jessica List looks at a refund of excess contributions lump sum case study in her latest article for Retirement Planner.

Cathy Russell: Are your clients sitting on a portfolio with substantial capital gains?

Canada Life's Cathy Russell asks if clients could be sitting on a portfolio with substantial capital gains in this technical article for Retirement Planner.

Martin Jones: Adviser role crucial when accessing pensions in ill-health

Martin Jones looks at the pension ill-health rules and why independent financial advisers have an important role to play…

Jessica List: Accessing pension pots during the pandemic

Jessica List looks at client options for accessing pension pots during the pandemic and assesses the potential consequences for savers.

Neil Jones: Piloting your pension to the good life

Following the pension freedoms, many believe that pilot trusts, also known as bypass trusts, are redundant, but that isn’t necessarily so, writes Neil Jones.
 

Popular articles

Covid-19 likely to trigger triple lock 2.5% fail-safe

The coronavirus pandemic is likely to trigger the triple lock’s fail-safe mechanism, meaning the state pension will rise by 2.5% from next April.