Pension death benefits

5 months ago

Senior Technical Consultant Rachel Vahey dives deep into pension death benefits in the fourth webinar of our ‘Off the Road’ series.

During these unprecedented times, your clients may have some new, challenging questions. Here, Rachel will try to answer them as she talks us through the rules, lifetime allowances, bypass trusts, IHT and pension transfers.



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Rachel Vahey

Rachel Vahey

Job Title
Senior Technical Consultant

Rachel is a Senior Technical Consultant helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for our website.

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