Freezing the lifetime allowance

10 months 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.

Profile Picture
Rachel Vahey

Rachel Vahey

Job Title
Head of Policy Development

Rachel is Head of Policy Development 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.

Financial adviser verification

This area of the website is intended for financial advisers and other financial professionals only. If you are a customer of AJ Bell Investcentre, please click ‘Go to the customer area’ below. 

We will remember your preference, so you should only be asked to select the appropriate website once per device.

Scroll to Top