Pension FreedomApr 18 2018

Getting your head around changes to death benefits

  • To learn about the changes to death benefits rules
  • To learn about spousal bypass trusts
  • To understand the pitfalls when passing pensions to beneficiaries
  • To learn about the changes to death benefits rules
  • To learn about spousal bypass trusts
  • To understand the pitfalls when passing pensions to beneficiaries
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CPD
Approx.30min
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CPD
Approx.30min
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pfs-logo
cisi-logo
CPD
Approx.30min
Getting your head around changes to death benefits

It has been over four years since the Budget announcing pension freedoms. Legislation effective from 6 April 2015 resulted in a significant change in the options for taking money from pensions and the definitions surrounding death benefits, and how they are taxed. Lots has happened in that time, but are pensions really being cascaded through the generations?

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