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Annual allowances

4 months ago

Our Senior Technical Consultant, Lisa Webster, is back by popular demand for some more bite-sized technical pensions content.

This time, Lisa looks at the annual allowance; the different allowances, interactions between them and carry-forward; calculating the annual allowance charge; and how to pay the charge.

 

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Lisa Webster
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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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