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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

We help you identify the retirement and tax planning opportunities around directors' pensions and workplace pension schemes.

Contributions and tax relief

We consider pension contribution and tax relief planning opportunities for directors' pensions, workplace pensions and individual pensions.

Automatic enrolment support

Employers face the challenge of complying with their automatic enrolment duties. To assist corporate pension advisers and their clients, we offer an extensive range of support material.

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

We explore a range of pension transfer and switch related topics.

Regulation and legislation

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

Residence and domicile

Pension advisers increasingly deal with internationally mobile clients. We recognise the need to support advisers' understanding of residence and domicile

Death benefits and trusts

Take a close look at how you can help your clients plan for the most appropriate use of pension scheme death benefits, if the worst should happen.

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

What's happening in the market?

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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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