Industry Voice: Are you familiar with the situations when a second lifetime allowance test takes place?

BMO Global Asset Management
clock • 1 min read
Industry Voice: Are you familiar with the situations when a second lifetime allowance test takes place?

Firms should be aware of the challenges facing clients with potential Lifetime Allowance (LTA) issues before embarking upon a relevant LTA strategy. However, not all firms are. That's where BMO Global Asset Management can help. Through BMO Adviser Edge get ahead of the curve and find out more about the challenges facing clients including case studies, calculations and explanations when the Lifetime Allowance is tested.

 

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