Technical update | 3 minute video
Individual protection 2014 was introduced when the lifetime allowance was cut from £1.5 million to £1.25 million in 2014. When the lifetime...
Author
The Infocentre
Use the filters or search bar to explore our huge archive of technical guides, articles and literature.
Webinar | 3 hour watchLuminary promotes diversity within financial services and creates a learning network for like-minded professionals...
Webinar | 2 hour watchOur Connect events are designed to create a network for paraplanners and provide support for those of you working towards chartered status.-
Technical update | 3 minute watchWhen the lifetime allowance was introduced back in 2006, primary protection was one of two forms of protection available to shelter...Author
-
Technical update | 3 minute watchWhen the lifetime allowance was introduced back in 2006, enhanced protection was made available to protect pension savings...Author
-
Technical update | 2 minute watchWhen the lifetime allowance was introduced back in 2006, two forms of pension protection...Author
Webinar | 39 minute watchIn this webinar recording, our Senior Technical Consultant, Lisa Webster, will...-
Webinar | 37 minute watchIn this webinar, our Head of Public Policy, Rachel Vahey will discuss how clients...
-
Webinar | 55 minute watchOur Senior Technical Consultant, Lisa Webster looks at the options available...
-
Technical update | 3 minute readA transfer from a UK-registered pension scheme to an overseas pension scheme qualifies...Author
-
Webinar | 30 minute watchRefresh your knowledge with this comprehensive roundup of the technical...
-
Technical update | 3 minute readSome clients have scheme-specific protection for benefits built up...Author
-
Technical update | 3 minute readThe Pension Schemes Act 2021 restricts the statutory right to transfer pensions, unless specific...Author
-
Technical update | 3 minute watchA pension transfer involves relocating funds from one pension scheme to another. In the UK, most...Author
-
Webinar | 45 minute watchWhether you’re new to the industry, or an experienced adviser looking for a...
-
Webinar | 2 hour 30 minute watchOur ‘Off the Road’ Spring tour saw our team of experts, including a guest speaker from Canada Life, present...
Financial adviser verification
This area of the website is intended for financial advisers and other financial professionals only. If you are a customer of AJ Bell Investcentre, please click ‘Go to the customer area’ below.
We will remember your preference, so you should only be asked to select the appropriate website once per device.