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Knowledge Direct

The Trusts and Technical Solutions team provide wide ranging technical support for Old Mutual Wealth’s platform and heritage business. They cover pensions, trusts, taxation and legislation. The team operates a help desk from 8am to 5pm.

Telephone Helpdesk: 023 8072 6010

Latest articles

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Annual Allowance and Scheme Pays for DC Schemes

In 2011 HMRC introduced an alternative method of taking any annual allowance excess charges. This new method is called “Scheme Pays”. Topic:Hot topics
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Annual Allowance and Scheme Pays for DC Schemes

In 2011 HMRC introduced an alternative method of taking any annual allowance excess charges. This new method is called “Scheme Pays”. Topic:Annual Allowance and Carry Forward
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Additional trustees avoid additional complications

Planning with your clients’ doesn’t stop with taking out the plan and placing it in trust. Consider who will claim the benefits on death. Topic:Trust Taxation
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Lifetime Allowance and Pension options part 2

This article discusses the effects of the reduction in the Lifetime Allowance and the alternative savings options other than your own pension. Topic:Financial Planning Solutions
Child money

Lifetime Allowance and Pension options part 1

This article discusses the effects of the reduction in the Lifetime Allowance and the options available under pensions. Topic:Financial Planning Solutions
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Capped Drawdown, Flexi-access and triggering the money purchase annual allowance

April 2015 saw the introduction of one of the biggest changes to pensions ever seen. This is potentially changing the fundamental concept of a pension and what it can be used for. Topic:Annual Allowance and Carry Forward
Sterling notes

Carry forward of Annual Allowance

Carry forward relates to unused annual allowance not unused tax relief. If the individual relies on carry forward to make a large personal contribution they must have the earnings in the current tax year to cover it. Topic:Annual Allowance and Carry Forward
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Money Purchase Annual Allowance restrictions after 2015

With some of the biggest changes to pensions coming in April 2015, we look at the potential impact on contributions to money purchase pensions. Topic:Annual Allowance and Carry Forward
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Tapered annual allowance & high earners

From 6 April 2016 the annual allowance will taper to a minimum of £10,000 for those with adjusted income exceeding £150,000. Topic:Tapered annual allowance
Messy desk

Auto-enrolment: an overview

This article examines the key workplace pension scheme requirements. Topic:Auto enrolment and state benefits

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