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Testing pension benefits

2 weeks ago
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With the lifetime allowance abolished as of 6 April 2024, there are new rules on how benefits are tested when pensions are accessed. As a special stand-out Bitesize Technical session, Senior Technical Consultant Lisa Webster shares quick-bite information on:

  • when benefits are tested in the member’s lifetime;
  • how the new allowances work; and
  • how death benefits are tested.

 

Watch the bitesize video now below, or join our Technical Team on a deep dive into transitional arrangements, including guidance on the new allowances and their potential impact on you and your clients.

 

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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.

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