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The pensions lifetime allowance

3 months ago

Rachel Vahey, our Senior Technical Consultant, joins us for our seventh fix of unmissable ‘Off the Road’ content.

During this session, Rachel will talk us through the pensions lifetime allowance – its rules, charges and protections. She will also cover the points to consider when planning around the lifetime allowance with the use of case studies.

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Rachel Vahey
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Rachel Vahey

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Senior Technical Consultant

Rachel is a Senior Technical Consultant helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for our website.

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