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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.

New page - abolition of the lifetime allowance

Visit our new page for information about the removal of the lifetime allowance from 6 April 2024 and to find out what's replaced it. Our articles cover the technical aspects of the changes. We will add further information once the awaited amending regulations are passed.

Pension guides A-Z

Annual allowance
Automatic enrolment
Bankruptcy and pensions
Death benefits
Fund protection
LSA and LSDBA
Other useful information
Pensions and divorce
Pension Contributions
Minimum pension age
Redundancy pay
Salary sacrifice
Scheme pays rules
Transferring benefits
Taking benefits
Tax free cash & protection

What are Relevant UK earnings?

What counts as Relevant UK earnings for the purposes of making pension contributions

Salary Sacrifice

Using salary sacrifice to put a priority on pensions.

Emergency tax code

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

Uncovering the abolition of the lifetime allowance

Martin Haggart, Technical Development Manager (Pensions) at Aegon lifts the lid on the the new rules being introduced to deal with the abolition of the lifetime allowance on 6 April 2024.

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.