Microphone

Pension benefits – taking income

3 years ago
Back to Infocentre

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.

SUPPORTING LITERATURE

 

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

The information on this page is intended for professional advisers only.

Authorised and regulated by the Financial Conduct Authority.

Financial adviser verification

This area of the website is intended for financial advisers and other financial professionals only. If you are a customer of AJ Bell Investcentre, please click ‘Go to the customer area’ below. 

We will remember your preference, so you should only be asked to select the appropriate website once per device.