Technical matters
Pensions, retirement and tax planning
Latest updates include information on pensions and divorce, the State Pension, pension death benefit, advising on pension transfers.
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The State Pension guide
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Advising on pension transfers
Navigating the retirement maze
A series of reports that investigate key retirement themes and challenges for financial planners and their clients.
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Replacement of the lifetime allowance
The legislation that replaced the lifetime allowance framework became effective on 6 April 2024. You’ll find more information on the new rules and transitional arrangements here.
Find out more
Retirement videos
The technical videos provide pension expert knowledge in short snippets of 5 mins. They are also very useful for those preparing the CII pension exam as they follow the syllabus.
Most popular topics include:
- DB transfer advice
- Tax relief
- DB transfer issues and considerations
- Defined contribution schemes - scheme types overview
Cybersecurity
As managing our business and personal lives moves ever more online, criminals are also increasingly using the internet to conduct fraud.
Tips on how to keep your business safeSix simple steps to help protect your firm
Katie Beecroft, Fidelity's Risk and Security expert, provides an outline of some of the cyber threats that you might encounter. She gives a few tips to help you improve your cyber hygiene and protect your digital footprint.
7-minute watch
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