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Freezing the lifetime allowance

2 years ago

This week, Senior Technical Consultant Rachel Vahey is back addressing the fallout from freezing the lifetime allowance (LTA).

During this session, Rachel will provide an overview on how the LTA works and how charges are applied before discussing the effects freezing the allowance will have. Rachel will conclude by providing different approaches clients could take to mitigate potential problems.


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Rachel Vahey
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Rachel Vahey

Job Title
Head of Public Policy

Rachel is Head of Public Policy helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for our website.

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