Visit the Royal London sponsor area

16th May 2022

Pension hot topics (60 minutes)

60 minutes CPD

In this webinar, Fiona Hanrahan and Craig Muir investigate three of the hottest technical pension topics.

  1. How to avoid carry forward mistakes – common mistakes when performing carry forward calculations, how to avoid them and how best to prepare.
  2. ISA vs pension - is now the time to invest? - how some of your clients may be able to boost their assets by 67% by switching their ISA to their pension.
  3. IHT and pensions changes from January 2022 – when IHT can apply to pensions and the recent changes to the reporting of IHT.

After watching this webinar, you’ll understand:

  • where mistakes are made when working through carry forward calculations.
  • how a pension can help clients in poorly performing ISA funds.
  • the issues surrounding IHT and pensions.

Watch now

Log CPD

You need to be logged in to see and add to your CPD Record

Login Now

Related Articles_

Helping clients pass on wealth with confidence

With pensions set to form part of many estates from 2027, intergenerational planning is firmly in focus. Discover how Fidelity’s platform can support gifting strategies, wealth transfers and younger beneficiaries through practical tools and product solutions. 5-minute read

Read More

Pensions and IHT - the final (ish) chapter

There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).

Read More

Is there a missing asset class for retirees?

Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

Read More