Adviser technical zone

The Technical Zone is the home for all our technical material relating to pensions. You’ll find articles covering the latest pensions issues and links to our comprehensive range of technical FAQs. 

Technical news

Our latest news articles cover issues from the past few months. Find out more about lifetime ISAs, the April 2016 reduction in the standard lifetime allowance, the Scottish rate of income tax (SRIT), the tapered annual allowance and pension input period (PIP) changes in our articles below: 

A new LISA life for saving?

SLA bells ring, are you listening? 

What's SRIT all about?

What a caper over a taper!

Pulling pension input periods into line 

PIP PIP hooray!

Pensions flexibility

Want to know more about the pensions flexibility changes that took effect from 6 April 2015?

This is where you’ll find our series of must-read technical articles covering all of the major changes - from the introduction of flexi-access drawdown through to changes in the triviality rules. 

April 2015 FAQs

We've been busy building some frequently asked questions relating to the 6 April 2015 pension flexibility changes. You can link to them here.

Technical FAQs

Our in-depth FAQs, written by our team of technical experts, cover a wide range of pensions topics. Each subject is packed with lots of useful information to help you deal with the questions and situations that you’re likely to encounter when advising your clients.

Click here to see the full range of technical FAQs.

Pensions Technical Services