Lifetime allowance - a master-class of the technicalities

21 June 2019

education iconHear from Fiona and Jim as they cover everything you need to know about the lifetime allowance - including when benefits are tested, the charge and how it’s paid during lifetime and on death*.

Lifetime allowance – a master-class of technicalities presentation

 *This webinar was recorded on 20 June 2019.

CPD learning outcomes - 60 minutes

60 minute timerAt the end of this session you’ll have an understanding of how to:

  • Evaluate the impact the LTA may have on your clients’ pension planning.
  • Evaluate the impact the LTA may have on the benefits available on your clients’ death.
  • Explain to clients how the LTA may affect their pension planning and how they could reduce or eliminate the impact.
  • Estimate the likely LTA charge on taking benefits or on death.
Last updated: 01 Jul 2019

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.