Exeter Technical Insight Seminar – 27 April 2022
Aspects of Lifetime Allowance planning
We are delighted to announce that our keynote for the Exeter Technical Insight Seminar will be given by Paul Squirrell, Head of Retirement and Savings Development, Fidelity Adviser Solutions, and will provide some keen insight into Lifetime Allowance planning.
Summarising his session, Paul says: “It is fair to say that the number of clients affected by the LTA has risen substantially since it was introduced and LTA planning is now a common challenge for clients and financial planners alike. In this session I will look at some of the considerations when planning with clients, such as the main lifetime events when LTA is used, the different approaches that may be taken to crystallising benefits and the impact of exceeding the lifetime allowance.”
We have some familiar faces looking forward to speaking again with paraplanners at our Technical Insight Seminars around the country, with, alongside Fidelity Adviser Solutions, confirmed speakers from Transact, Dentons, NS&I, Bespoke Training Solutions, TIME Investments, Waverton Investment Management and the LIBF, with others in the pipeline.
