Ask Adam: a pension comprehension intervention

We all have pension questions we’ve never quite got round to asking. Maybe the moment wasn’t right. Maybe the right expertise wasn’t around. Maybe you just didn’t want to be the one to ask.That’s why in this Assembly, we staged a pension intervention. Because host Richard Allum posed the most pressing pension-related questions to someone who just loves answering them: Quilter’s retirement and pension technical specialist, Adam Cole.Over one lunch hour, we worked our way through pension topics that either crop up regularly in client cases or maybe just leave you scratching your head from time to time. Things like: Transitional tax-free cash, lump sum allowances and lump sum death benefit allowancesTaking tax-free cash after 75 and the implicationsTaking protected tax-free cash and moving into drawdownHow defined benefit pensions workGuaranteed annuity rates, guaranteed cash sums and other features of older-style contracts What can you expect to take away?Watch or listen now to brush up on your pension knowledge. And don’t forget to follow the link below to download your certificate for CPD. Download: Grab your CPD for this AssemblyTransitional regime for past crystallisationsTrusts: Brush up on the essentials in one hourTransitional tax-free amount certificate (TTFAC)ILSA, ILSDBA and permitted maximumsILSA, ILSDBA and permitted maximums grid of protectionsTransitional regime calculatorBlock transfersNormal minimum pension age: changes coming in 2028 Hosted on Acast. See acast.com/privacy for more information.