Taking pension benefits CPD modules

Browse our free learning modules on the different ways to take pension benefits.

Choose your module


Income drawdown

This module covers how income drawdown works, the potential advantages of using it and how the flexibility available under income drawdown can be used to provide lump sums and/or income tax efficiently.


Uncrystallised funds pension lump sums (UFPLS)

This module looks at the requirements to allow UFPLS payments to be made, the taxation of these payments and how future pension funding can be impacted.


Annuities and scheme pensions

This module explains the nature, options and taxation of lifetime annuities and scheme pensions.


Tax free cash

This module looks at the situations where tax free cash may differ from the normal 25%, the different ways that tax free cash can be provided by defined benefit schemes and the potential impact of the lump sum allowance.


Scheme specific tax free cash

This module looks at how scheme specific tax free cash is calculated on taking benefits and the situations in which the protection could be lost - in particular, the rules around transferring protected tax free cash rights.


Triviality and commuting small pensions for cash

This module explains the situations in which small pension funds can be commuted for cash, the valuation of pension benefits for these purposes and how they’re taxed.


Pension age

This module explains when individuals will be able to access their pension benefits, including the necessary conditions for payment before the normal minimum pension age.


Pensions and ill-health

This module looks at the options and rules around taking pension benefits on ill-health or serious ill-health, plus the taxation of the benefits.

Taxation of OEICs and unit trusts

Other CPD learning modules

Choose from our range of learning modules on a range of topics from pension funding and personal taxation to investment bonds and ISAs.



Techzone offers you support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.

Get started

Wrap SIPP Income Drawdown

Contact us

Contact our business development team to discuss your needs and how we can help.

Wrap Sign Up

Ready to sign up

Find a link to our due diligence documents, terms of business, and online sign up form here.

Any reference to legislation and tax is based on our understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.