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Taking Pension Benefits 


GAD table update for capped drawdown

Ian Browne, Pension expert, explores what the new GAD tables will mean for the maximum income that can be withdrawn for those clients that remain in capped drawdown.
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Tax-free cash and the lifetime allowance rules

With the introduction of Fixed Protection 2012, Fixed Protection 2014 and Individual Protection in addition to the existing Enhanced Protection and Primary Protection, this article is designed to summarise the calculations for each circumstance.
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Small Pots and Triviality 

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.

Block Transfers

This article explains what a block transfer is and how it can protect tax-free cash and early retirement ages when pension rights are transferred between pension schemes.

Protected tax-free cash exceeding 25%

This article explains the need to protect valuable pre A-Day tax-free cash entitlements held in occupational pension schemes.

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