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Pension benefits – taking income

9 months ago

Senior Technical Consultant Lisa Webster is back again for our weekly dose of technical content whilst we continue to keep proceedings going ‘Off the Road’.

Having delved into the access and taxation of pension benefits last week, Lisa returns for a second hit. This time, she will be taking a look at the different income options available, partial crystallisation, how fund splits work in practice and – last but not least – drawdown transfers.

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Lisa Webster
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Lisa Webster

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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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