Challenge Accepted Navigating success for tomorrow’s advisers

Webinar series

Welcome to our Challenge Accepted webinar series presented by Jessica List, Pension Technical Manager.

Topics that will be explored include:

  • Contributions and tax relief
  • Annual allowance, carry forward, tapering, and the money purchase annual allowance
  • Taking benefits: retirement ages, how pension benefits are taxed, annuities/drawdown, tax free cash
  • Lifetime allowance
  • Death benefits
  • Expressions of wishes

CPD On Demand Video hub Contributions and tax relief

Catch-up with the first of our six webinars introducing key areas of pension knowledge. This session looks at contribtutions and tax relief.

Learning objectives: Please click here to view learning objectives for this session.

CPD certificate: Please click here to get your CPD certificate.

 

 

Annual allowance

Catch-up with the second of our six webinars introducing key areas of pension knowledge. This session looks at the annual allowance.

Learning objectives: Please click here to view learning objectives for this session.

CPD certificate: Please click here to get your CPD certificate.

 

 

Taking benefits

Catch-up with the third of our six webinars introducing key areas of pension knowledge. This session looks at taking benefits.

Learning objectives: Please click here to view learning objectives for this session.

CPD certificate: Please click here to get your CPD certificate.

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