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Technical Zone

Here you'll find articles, guides and case studies covering technical issues and links to our comprehensive range of technical guides.

Our technical expertise is designed to help you better serve your clients. In our Technical Zone, you'll find articles, guides and case studies covering technical issues and links to our comprehensive range of technical guides.

The Technical zone is aimed at financial advisers only and the content mustn't be distributed to, or relied on by customers.

Budget 2023 update – springing LTA surprises!

When the Chancellor, Jeremy Hunt, stood up on 15 March 2023 to lift the lid on his Spring Budget, little did we know of the big surprise he had in store for pensions.

Budget 2023 Update - Lump Sum Benefits

Following the Spring Budget, in this update we cover the impact on certain lump sum benefits

Salary Sacrifice

Using salary sacrifice to put a priority on pensions.

Pension savings statements

Some of your clients may have received a pension savings statement recently - here's a reminder of when they're sent and why, along with useful information on related topics.

Emergency tax code

A case study on the emergency tax code and reclaiming overpaid amounts

Spring Budget 2023

Martin Haggart, Technical Development Manager (Pensions) at Aegon lifts the lid on the Spring Budget 2023. He takes a closer look at the ramifications of the changes announced around the removal of lifetime allowance charges from 6 April 2023 and increases to the annual, tapered and money purchase annual allowances.

Meet the experts

Find out more about our technical experts across Aegon.

Got a question?

If you can't find the information you're looking for in our guides below, you can ask our experts your pensions technical question. One of our Pensions Technical team will get back to you as soon as they can.