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Pension planning

Our dedicated team of tax, trusts and pensions specialists are experts in their chosen fields, and provide analysis and comment on developments and practice in the financial services marketplace. They can identify planning opportunities that could benefit your clients and help you build your business.

Corporate pension planning

Extensive support for all aspects of workplace pension planning - links to our products and proposition including salary sacrifice. Plus access all our related financial planning articles.

Automatic enrolment support

Focussed and detailed support on this aspect of workplace pension planning. Including fact sheets and financial planning articles.

Retirement Planning

Our range of technical support material covers the key aspects of pension accumulation and decumulation incorporating the greater freedom applying to defined contribution pension funds from April 2015.

Transfers and switches

Extensive support for all aspects of pension transfers and switches. Product links plus access to our financial planning articles covering topics from defined benefit advice to block transfers.

Regulation and legislation

Keep up to date with opportunities and information arising from changes to pension regulation and legislation.

Death benefits

Our financial planning articles provide support when planning with pension death benefits.

Tax planning

A range of articles covering the broad spectrum of tax planning generally, including tax year end planning.

Download all our financial planning articles

FAQs

Our FAQs cover a wide range of individual and workplace pension topics.

Pension planning focus

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Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 119223.

Scottish Widows Bank plc, registered in Scotland no. 154554. Registered office in the United Kingdom at PO Box 12757, 67 Morrison Street, Edinburgh EH3 8YJ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 201601.

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