Colin Batchelor, head of pensions technical at Legal & General Savings, explains how to protect your clients' pension pots from the upcoming lifetime allowance (LTA) reduction.
Without protection the taxman could end up getting up to £165,000 extra from an individual’s pension fund unless action is taken now. On 6 April 2012, the lifetime allowance (LTA) will be reduced by...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till