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Lifetime allowance protection

3 months ago

Senior Technical Consultant Charlene Young will continue with the theme of transitional protection, this time moving onto the various types of lifetime allowance protection.

With seven different types of lifetime allowance protection to navigate, as well as enhancement factors, this will be a fast-paced technical session that includes calculations and case studies to bring the rules to life.

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Charlene Young
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Charlene Young

Job Title
Senior Technical Consultant

Charlene is a Chartered Financial Planner with over 10 years' experience in financial services. She joined AJ Bell in 2014 after relocating to Manchester from Bristol, where she held financial planner and paraplanner roles at leading firms. In addition to analysing and commenting on technical and regulatory issues, Charlene is also responsible for designing and providing technical training for AJ Bell staff.

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