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Maximising Your Pension Fund

A Tips & Advice Special Report about...

In a nutshell

This Special Report helps you maximise the value of your pension fund. It covers the latest pension rules including pension annual allowance tapering and how they affect your pension scheme. It also offers a host of ideas to get the most out of your pension savings. Whatever your situation, this Special Report ensures your efforts to build up your pension fund are properly rewarded through effective tax planning.

In detail

With so many changes to the pension rules over recent years, it’s difficult to keep up. This Special Report brings you quickly up to speed and answers important questions such as:

  • Which different types of pension exist?
  • How do you make cost-effective pension contributions?
  • What are the options to withdraw money from your fund tax-efficiently?
  • What are effective tax planning strategies?

This Special Report, crammed with useful advice, will help you keep more money in your retirement pocket and out of HMRC’s.

We've created this Tips & Advice Special Report especially for... 

Business owners, company directors and anyone with a pension that wants to:

  • Know which pension schemes work best in their situation
  • Build up a pension fund in a safe and tax-effective way
  • Get the most from future pension savings

Financial advisors and accountants that want to:

  • Be aware of all the complicated pension rules scheme for their clients

You'll get the following free extras with this Tips & Advice Special Report... 

An online service with ready-to-use documents

  • To immediately apply our advice and solutions in practice
  • That you can easily adapt to suit your own requirements

In this Tips & Advice Special Report you'll read about...

Pensions - where are we now?

Pension schemes

Different schemes

Self-invested personal pensions (SIPPs)

Small self-administered schemes (SSASs)

Executive pension plans (EPPs)

Making pension contributions

Claiming tax relief on pension contributions by individuals

Pension input periods (PIPs) and carry-forward

Contributing to retirement annuity contracts

Timing of company pension contributions

Tax planning

In specie contributions

Salary sacrifice schemes

Recycling tax-free cash

Pension income recycling

Payment options on death

Recruitment annuity contracts (Section 266) and inheritance tax

Taking your pension

Small pot pension payments

Uncrystallised fund pension lump sums

Flexi access drawdown

Pension commencement lump sums (tax-free cash)



Appendix A - flow chart

Appendix B - tax treatment of death benefits


In-year pension contribution - claim for tax relief

Pension premium record

You can choose from the following options...


  • The PDF-version
  • Delivered to your inbox

Take a look at your options below.

Printed version
Online service




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