Ask Adam: a pension comprehension intervention
from The Paraplanners' Assembly Podcast
We all have pension questions we’ve never quite got round to asking. Maybe the moment wasn’t right. Maybe the right expertise wasn’t around. Maybe you just didn’t want to be the one to ask. That’s why in this Assembly, we staged a pension intervention. Because host Richard Allum posed the most pressing pension-related questions to someone who just loves answering them: Quilter’s retirement and pension technical specialist, Adam Cole. Over one lunch hour, we worked our way through pension topics that either crop up regularly in client cases or maybe just leave you scratching your head from time to time. Things like: Transitional tax-free cash, lump sum allowances and lump sum death benefit allowances Taking tax-free cash after 75 and the implications Taking protected tax-free cash and moving into drawdown How defined benefit pensions work Guaranteed annuity rates, guaranteed cash sums and other features of older-style contracts What can you expect to take away? Watch or listen now to brush up on your pension knowledge. And don’t forget to follow the link below to download your certificate for CPD. Download: Grab your CPD for this Assembly Transitional regime for past crystallisations Trusts: Brush up on the essentials in one hour Transitional tax-free amount certificate (TTFAC) ILSA, ILSDBA and permitted maximums ILSA, ILSDBA and permitted maximums grid of protections Transitional regime calculator Block transfers Normal minimum pension age: changes coming in 2028
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