Resources

Free resources

At The Timebank, we help ambitious financial planning firms focus on what matters most: Spending time with their clients.

Feel welcome to explore this page for information, blog posts and useful videos.

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Brexit & Due Diligence

Modern Migration: Millions vs. Billions

Damian Davies

SIPP or Personal Pension

Which is best? There's only one way to find out..

Death, IHT & ISAs

A tax planning opportunity and client awareness

Guest Blog: The Importance of Branding

Done well it conveys stability, professionalism and trust

IHT Exemption for Military Personnel

Proper Help for Heroes

Damian Davies

Defined Benefit Pensions

Giving Non-Transfer Advice

Damian Davies

Battling the LTA Test at Age 75

Tax treatment of death benefits and a test of pension savings against remaining LTA

The Money Purchase Annual Allowance

More Pension Unsimplification

Call the Midwife

Benefits - Protection - Savings - Wills - POA

Centralised Retirement Propositions

Do you have a robust CRP in place?

Videos

Discover videos from The Timebank UK.

Centralised Investment Propositions

Client Review Meetings

Factfinding skills

Client segmentation

Suitability Reports

Consumer Duty

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