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.
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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