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Lifetime allowance protection

2 months ago

Senior Technical Consultant Lisa Webster returns to deliver your next fix of technical insight. This time, she’s talking lifetime allowance protection.

Throughout the session, Lisa will cover the different types of protection; enhancements factors; interactions; and how the protections work in practice. Using worked examples, Lisa will outline the different scenarios to consider with your clients when dealing with protections and the pension commencement lump sum.

Supporting literature

 

The value of investments can go down as well as up and your client may not get back their original investment.

For professional advisers’ use only.

Tax and pension rules apply.

 

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Lisa Webster
Name

Lisa Webster

Job Title
Senior Technical Consultant

Lisa is an Economics graduate who has been in the financial services industry since 2003. Prior to joining AJ Bell in 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Team, responsible for providing regulatory and technical analysis to the business and outside world. She is also a regular speaker at adviser events.

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