Webinar: Pension benefits – accessing pensions and taking lump sums
Join us for our eighth webinar of the ‘Off the Road’ series as Senior Technical Consultant Lisa Webster takes on pension benefits.
This topic will be discussed over two weeks, to ensure we cover all the questions you and your clients might have. This week, Lisa will focus on when benefits can be accessed, lump sum options and the taxation of flexible payments.
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.