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LV= Retirement Solutions and Technical Connections

Exploring challenging issues affecting your clients with complex pension circumstances

Advisers were already facing many challenges in keeping up to date with key pension advice topics - particularly for clients with complex retirement circumstances - and the challenge has not been made any easier by the relentless pace of change.

This timely joint webinar from LV= and Technical Connection runs for 60 minutes and discusses a range of topical pension issues - including:

  • A review of the current landscape
  • The Annual Allowance in the light of the reducing Life Time Allowance
  • Options for protection
  • Defined Benefit to Defined Contribution transfer considerations

The post-webinar survey confirmed that audience participation and practical examples helped make this webinar both engaging and helpful

The content in this webinar is based upon our understanding of taxation legislation at the time of the presentation (8th November) which can change at any time.

Transcript available on request.

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LV=, County Gates, Bournemouth, BH1 2NF, UK