Off the Road on demand

Off the Road - Pension benefits and how they are tested

1 day ago
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In this session, Senior Technical Consultant, Lisa Webster looked at the options available to clients when accessing their pensions, including an overview of each option, how benefits are taxed, and when and how benefits are tested against the lump sum and lump sum and death benefit allowances (LSA / LSDBA).

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.

This is a recording of broadcast content; it therefore carries no CPD time credits.

 
Lisa Webster

Lisa Webster

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.

More from Lisa Webster

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