How pensions work
Everything your clients need to know about the benefits of saving into a pension and how to take an income when they retire.
Useful videos for you to use with your clients
Help your clients understand their options for retirement and inheritance tax planning.
Explaining pension and inheritance tax rules to clients can be difficult, depending on their level of financial knowledge. These videos can assist you in those conversations. They are ideal as a scene setter before a client meeting, or as a follow up to cement the conversations you have just had. Just share the link as required.
Need help with anything else?
Adviser support
Find answers to commonly asked questions, helpful links, tools and contact details.
Using our online systems
Find out how our online systems can help you and what is available through the Portal.
