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Barnett Waddingham
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Briefings: Self-invested pensions

Options for drawing benefits from a self-invested pension

You spend a long time building up a pension fund that is big enough to support you throughout your years in retirement. The choices you make about how and when you draw benefits from your pension fund will determine how much value you get out of it.

Seven things all property owners need to know about EPCs

Legislation changed on 1 April to prevent properties with an EPC rating below level “E” from being let to new tenants, and to existing leases from April 2023. These changes open up a number of questions - we’ve highlighted seven things you need to know.

How long should I stay in drawdown?

Pension rules now allow individuals to remain in drawdown for life. However, as you get older, or if your circumstances change, it is important to look at whether drawdown is still right for you.

AA and LTA changes - key points you need to know

This briefing highlights the key changes to the annual allowance (AA) and lifetime allowance (LTA) that came into force from 6 April 2016.

Drawing benefits from a SSAS

This guide contains everything you need to know about drawing benefits from a typical money purchase SSAS set up on Barnett Waddingham’s standard rules. From details about the LTA and Capped Drawdown to taking a tax-free lump sum and the MPAA.

Flexi-Access Drawdown

From 6 April 2015, the method of providing drawdown income for those not already in drawdown will be from a Flexi-Access Drawdown fund.This technical briefing details the rules regarding Flexi-Access Drawdown.

Uncrystallised Funds Pension Lump Sums

Uncrystallised Funds Pension Lump Sums (UFPLS) is a simpler way of drawing out all funds being accessed in one go. This technical briefing details the rules regarding UFPLS.

How should I invest my drawdown fund?

While investment strategies need tailoring to your particular needs and risk profile, there are a few key concepts to bear in mind. We highlight some of the questions you may want to consider when constructing and reviewing an investment portfolio.

Pension scheme de-registration threat?

The Pension Schemes Act 2017 and The Finance Bill 2017 cover Master Trusts and the threat of De-Registration. Ian Ward explores.

An update on Legal Entity Identifiers

We have now processed LEIs on behalf of those SSAS and FURBS clients who requested that we do so in response to our September blog on this topic.

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