Pension transfers

3 months ago

Senior Technical Consultant Lisa Webster is back in the webinar limelight and this time she’s talking all things pension transfers.

During this session, Lisa will cover defined benefit transfers, drawdown transfers and block transfers. She will then go on to look at statutory override; transfers and lifetime allowance protection; and where things stand in the event of a death, a divorce or ill health. Lisa will conclude by touching upon overseas transfers, before taking a fine-toothed comb to statutory rights and scams.

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Lisa Webster

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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