Our Senior Technical Consultant, Lisa Webster looks at the options available to clients when accessing their pensions. This includes an overview of each of the options, how benefits are taxed, and when and how benefits are tested against the lump sum and lump sum and death benefit allowances.
The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.
This is a recording of broadcast content; it therefore carries no CPD time credits.
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