Pension freedom

The new flexible pension rules that came into effect in April 2015 will have broadened the options you have at retirement, giving you extra freedom and choice.

The scope and implications of these changes is complex and will vary depending on your circumstances.


Free Factsheet Downloads

There are two main changes affecting BDA members approaching retirement; pension freedom and the Government’s new plans to taper annual allowances.

We have two free factsheets available to download on these subjects. Each factsheet details what the changes are and how they could affect BDA members.

Download your factsheets here.

Tapered annual allowances

The Government have recently announced plans to taper pension annual allowances for those earning over £110,000. We anticipate that this could affect many BDA members.

It’s important to understand the extent to which this new legislation could affect you in order to decide what action you need to take. We’ve written a new factsheet which gives more detail about who will affect and how.

Request your free factsheet here.

View our pension freedom podcast

To help you understand this a bit better, we and the BDA have created a three minute podcast exclusively for BDA members.

In addition, we’ve put together a downloadable pension factsheet.

If you’d like to speak to a member of our team and arrange an appointment with your local adviser please call 01823 250750.

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