Pension Planning Guides

Uncover the value of your pension wealth
pension planning guides

Free Pension & Retirement Guides

Take some time to educate yourself on financial planning options, terms and phrases, before you consider engaging the services of a professional adviser. 

Written & Designed by Financial Experts

We offer a FULL SET of FREE technical guidance documents on important planning topics. Each guide is written for us only; you won’t find technical detail like this from any other firm.

Our pension planning guides are designed specifically for non-UK nationals and expats. We’ve linked to firms across the world to ensure clients get the very best UK pension planning advice.

We are always looking at ways to help our readers and arm them with the very best professional tools and guidance to make informed planning decisions.

If you think of anything we’ve missed, or if there’s anything else you want to know and understand, please get in touch. We feature a lot of planning tips and ideas in our blog and would be delighted to add topics that interest you.

What's in the pension planning guides?

A helpful guide to taxation. This free guide offers an outline of the latest UK tax and how this impacts non-UK residents. We have included a full UK residency test and UK taxation tables updated for the 2020/21 tax year!

Find out about the UK pension lifetime allowance tax. Our pension guide includes a history of the LTA, changes over time and how to calculate your tax exposure. This guide contains helpful information and tips about how to legally and properly avoid the LTA taxes using HMRC protection and careful Benefit Crystalisation planning.

Pension transfer advice is highly sought after. Pension transfer specialists are a rare breed, and finding one to work with international clients can be tricky! Read our guide to understand whether a pension transfer could be right for you, before we connect you to a regulated adviser.

This guide is for anyone who either already has a QROPS in their portfolio, or is considering one. Our guide includes all the information you need to understand your overseas pension. QROPS can be excellent planning tools, but are often misused. Find out if a QROPS fits your planning and what changes you can make if it doesn’t.

Returning to the UK? Before you leave it’s important to review your financial assets. Overseas investments sit under a different regulatory and tax environment than the UK. Some require adjustments to ensure they report correctly for UK tax. Without preparing investments correctly, you could be stung with a big tax bill.

Our guide to pension and retirement options is a vital tool for anyone approaching retirement. Dependent on the pensions you have, they will work in different ways. You will be asked to make important decisions when you retire. Read our free pension guide to find out what fits your planning best.

Our jargon buster guide aims to decipher all those complex financial terms. We realise as financial professionals that we talk a lot of jargon. We also know how many acronyms pop up in our day to day lives! This guide aims to help you understand your pension statement and retirement planning.

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We introduce clients to regulated, professional and qualified advisers across the UK and internationally.

Our panel of adviser firms must undertake a comprehensive due diligence process. We only refer to firms with locally-appropriate regulation and insurance.

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About This Site

Whilst every care has been taken in the preparation of our website and publications, they are intended as a guide only. Readers are advised to seek professional regulated financial and tax advice before making any changes to their planning or investments. Our publications, including website and guides do not offer investment or pension advice and nothing in them should be construed as investment or financial advice. Our publications, including guides and website are not, and should not be seen as, a recommendation to use any particular investment or planning strategy.

You must carry out your own research before making any investment decision or change to your planning. The information published has been obtained from sources that we believe to be accurate. Although reasonable care has been taken, we cannot guarantee the accuracy or completeness of any information published. Articles and opinions published may be wrong and may change at any time. You must always carry out your own independent research and verify information and data you collect before making any financial decisions or planning changes.

Financial and pension planning is complex, and must be tailored to the individual client’s needs, objectives and circumstances. Teach Learn Resources Ltd do are not regulated by the Financial Conduct Authority and do not offer financial or tax advice. Our only business is to act as a professional introducer to regulated IFA firms worldwide. Contact us for more details about our panel of approved adviser firms and the regulation held in your jurisdiction.

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