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The McCloud remedy: taxation and adjustments - unfunded schemes

Published  12 December 2019
   50 min CPD

In this webinar Moira Warner and Justin Corliss, Senior Pension Development and Technical Managers, discuss the changes to the pension benefits of unfunded public sector members as a result of the McCloud remedy.

In this second webinar about the McCloud remedy for unfunded schemes, Moira and Justin explore the tax implications and other adjustments stemming from the remedy.

This webinar assumes an understanding of the aspects of the McCloud remedy covered in the adviser webinar.

CPD learning outcomes - 50 minutes

  • Describe potential tax relief adjustments as a result of the McCloud remedy
  • Explain the potential Annual Allowance adjustments as a result of the McCloud remedy
  • Outline the potential Lifetime Allowance adjustments as a result of the McCloud remedy.

What's covered

  • A look at potential tax relief adjustments as a result of the McCloud remedy
  • The potential Annual Allowance adjustments as a result of the McCloud remedy
  • An overview of the potential Annual Allowance adjustments as a result of the McCloud remedy.

CPD certificate of completion

Once you've watched the webinar, simply complete the short quiz below and give us a few details in order to receive a CPD certificate of completion. It will open in a new browser ready to be saved as a PDF.