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Welcome to the latest edition of Techtalk

In this edition, see how your business could benefit as our Financial Planning team looks at a range of topics on retirement planning.

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Articles in this edition include:

TAX PLANNING WITH DRIP-FEED DRAWDOWN

Using the tax free cash lump sum to supplement regular income payments can offer advantages over the more traditional option of taking it all at once.

THE BENEFIT OF SACRIFICE

Salary sacrifice remains a popular and effective pension planning strategy. Advisers, clients and employers should be aware of the pros and cons.

SICK PAY – EFFECTS ON WORKPLACE PENSIONS

What happens to workplace pension contributions while a member's receiving statutory or occupational sick pay.

MORTGAGE BENEFIT REFORM AND THE NEED FOR A PLAN B

DWP loans replace support for mortgage interest benefit from April 2018. We explain the new rules, which can prompt reviews of mortgage clients’ protection needs.

PENSIONS AND BANKRUPTCY

Are pensions taken into account in the event of a member's bankruptcy? We examine the position.

DYNAMIC VOLATILITY MANAGEMENT OFFERS A NEW WAY TO LIMIT EQUITY EXPOSURE IN VOLATILE MARKETS

We explain Dynamic Volatility Management – a different and innovative approach to managing volatility for income drawdown investment funds.

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