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Technical Library

Welcome to our technical library for professional advisers only. Please sign up for email updates using the simple form on the right.
Over the coming months we aim to produce a number of technical guides, factsheets, bulletins and webinars on a variety of pension and retirement planning topics to help advisers operating in this market. While we will do everything we can to ensure the content is accurate and up to date, we cannot be held responsible where it is not so.

If you have any feedback or suggestions for technical content, please email

Technical Guides, Factsheets and Webinars:

  1. The Lifetime Allowance Guide and Supporting Webinar 
    1. Factsheet 1: The Lifetime Allowance and Benefit Crystallisation Events
      • Supporting webinar for Factsheet 1: click here to view.
    2. Factsheet 2: The Lifetime Allowance and The 2006 Protections
    3. Factsheet 3: The Lifetime Allowance and Protections Since 2012
    4. Factsheet 4: The Lifetime Allowance and Defined Benefit Pensions

To read our quick guide to the lifetime allowance and current protections available, please click here.