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Pension benefits – accessing pensions and taking lump sums

9 months ago

Join us for our eighth webinar of the ‘Off the Road’ series as Senior Technical Consultant Lisa Webster takes on pension benefits.

This topic will be discussed over two weeks, to ensure we cover all the questions you and your clients might have. This week, Lisa will focus on when benefits can be accessed, lump sum options and the taxation of flexible payments.

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Lisa Webster
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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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