Lifetime allowance - take it to the limit…and beyond

education iconCraig explains how to identify if paying a lifetime allowance (LTA) charge or opting out is the right option for your client. He’ll also touch on the factors which could impact suitability and the wider regulatory requirements you should consider before providing opt out advice.

 *This webinar was recorded on 02 July 2019.

CPD learning outcomes - 60 minutes

At the end of this session you’ll have an understanding of:

  • Why the LTA was introduced.
  • How it works and the various protections available.
  • The options available if the LTA is breached and whether an opt-out is suitable.
  • Other factors impacting suitability and the regulatory requirements.

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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.