Volume 1: Establishing the client’s individual lifetime allowance
Date: Dec 16, 2020
Paul Kennedy & Paul Squirrell of Fidelity FundsNetwork take an in-depth look at some of the law and mechanisms underpinning the pensions lifetime allowance.
As this is a voluminous and at times highly detailed subject this single session doesn’t attempt to deal with everything about the lifetime allowance but looks in more depth at the beginning of the journey to a greater understanding.
The discussion goes beyond a peripheral overview to look in more detail at some of the intricacies that can arise for individual clients. Drawing upon their experience of the types of more advanced questions that have arisen from advisers and paraplanners they attempt to put a little more clarity around matters concerning lifetime allowance protections, lifetime allowance enhancement factors and reduced lifetime allowances.