18th March 2021
Pensions 'in-depth': the lifetime allowance (60 minutes unstructured)
60 minutes unstructured CPD
Volume 1: Establishing the client’s individual lifetime allowance
Paul Kennedy and Paul Squirrell take an in-depth look at some of mechanisms underpinning the pensions lifetime allowance. As this is a voluminous subject, here they look in more depth at the beginning of the journey.
Drawing upon their experience of the types of more advanced questions that have arisen from advisers and paraplanners, they attempt to give more clarity around matters concerning lifetime allowance protections, lifetime allowance enhancement factors and reduced lifetime allowances.