Establishing the client’s individual lifetime allowance (LTA)
Here you'll find some support material highlighting key considerations when assessing an individual’s pension savings and the impact of the LTA.
Here we highlight relevant considerations when assessing an individual’s pension savings and the impact of the LTA, through 4 steps:
A useful reference aid that includes all the detail around:
Share this guide with your clients which covers:
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Pensions and divorce, death benefits, allowances and much more.
46 short retirement videos, totalling over five hours of learning.
Overview
