Spotlight on scheme-specific protection

2 weeks ago

Senior Technical Consultant Charlene Young takes a look at protected retirement ages, protected pension commencement lump sums (PCLS) and why these concepts are still relevant 15 years on from A-Day.

During this technical session, Charlene will also cover PCLS calculations in practice and how scheme-specific protection interacts with the various forms of lifetime allowance protection.

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Charlene Young

Charlene Young

Job Title
Senior Technical Consultant

Charlene is a Chartered Financial Planner with over 10 years' experience in financial services. She joined AJ Bell in 2014 after relocating to Manchester from Bristol, where she held financial planner and paraplanner roles at leading firms. In addition to analysing and commenting on technical and regulatory issues, Charlene is also responsible for designing and providing technical training for AJ Bell staff.

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