Report Library

Defaqto CPD accredited guide: Balancing pension freedoms and risk in the modern advice world

This CPD accredited guide written in conjunction with Defaqto is split into two parts:

  1. How the market landscape sits currently, summarising current legislation and the options available to clients upon retirement.
  2. How The Retirement Account from Canada Life could be used to meet the needs of clients accumulating funds, consolidating pension monies and/or looking to take benefits.

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How do pensions and property best fit into your clients’ retirement and estate planning?

New research from Canada Life looks at the effect pension freedoms have had on tax planning and inheritance, and what changes have been made to financial plans as a result.

Highlights:

  • Only 1 in 3 over 55s aware of favourable changes to tax treatment of pensions
  • But 90% of advisers say clients aware of changes and interested in using pensions as inheritance
  • Opportunity to promote value of advice in wake of inheritance tax receipts doubling

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Client report - Pensions & Inheritance - Are you and your family at risk of paying more tax than you need to?

Our client report is now available. We ask how much people with a pension, a property and other savings and investments could save if they shake up the way they manage their finances.

This report is the result of our research into how much knowledge of the tax changes there is and how willing people are to reconsider how they think they may fund retirement. It also explains the options available and how clients could get the best outcome from their hard-earned savings

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This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised and regulated by the Financial Conduct Authority.