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These articles relate to the following Aviva product lines: retirement products.
In this article we discuss some of the factors to be considered when advising on a DB transfer
Pension issues for a divorcing couple, calculation of values and the opportunities to work with other professionals.
In this article we compare the tax benefits of an ISA and Pension.
A review of how continued membership, or joining a new, death in service scheme can impact on clients applying for fixed protection 2016.
A review of when accessing pension benefits will impact on means tested benefits.
An overview of the options available to a member of a UK personal pension scheme when they leave the UK
Points to consider for clients intending to transfer their UK pension benefits overseas
A look at the possible tax charges attached to an overseas transfer of UK pension benefits
Qualifying Recognised Overseas Pension Schemes (QROPS) and Qualifying Non-UK Pension Schemes (QNUPS) are overseas pension schemes
In this article we will look at the overseas transfer charge introduced by the UK government on 8 March 2017 and how this may affect your clients.
An overview of the pension flexibility rules effective from 6 April 2015
Pensions flexibility offers new opportunities to tax plan with other investment. This article looks at tax planning with pensions and investment bonds.
A review of the changes to PIPs announced in the Summer Budget 2015
This article compares the taxation, risk and access of a pension investment and a buy to let property investment.
A review of pension savings statements.
A review of the rules on how a pension will be treated in bankruptcy.
A useful piece of tax planning, combined with pension contributions
A look at the process for calculating and reclaiming tax via self-assessment on a pension contribution.
An overview of salary exchange arrangements, looking at the positive effects these may have on tax and pension savings
Considering the salary exchange planning opportunities for those earning over £100,000
This bulletin looks at who will pay the SRIT, how it is paid, and how pensions tax relief will operate.
A recap of S32s and GMP and the considerations for transferring
Details of the new tapered annual allowance announced in the Summer Budget 2015
The FSA's thematic review on pension transfers and an overview of the guidance for transfers to a SIPP
A lump sum can be taken from a pension using either flexi-access drawdown or UFPLS. This article compares the two options.
A summary of the HMRC Newletters on how PAYE operates with lump sum pension payments.
A look at the changes to the taxation of pension death benefits from 6 April 2015 and a tax planning opportunity.
Planning opportunities to maximise death benefits for future generations.
A review of the use of nomination form or trust in light of the new death benefit rules from April 2015
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