0844 967 2567
enquiries@plannedfuture.co.uk

Lifetime Allowance Courses

lifetime allowance courses

The seminar will provide you with an introduction to the Lifetime and Annual Allowance rules and how they will affect your pension planning.

Lifetime Allowance Courses

Recent reductions in both the Annual Allowance and Lifetime Allowance means that certain individuals will face very adverse taxation consequences unless they plan carefully taking into account the new rules. Our lifetime allowance course explains the rules and their consequences and outlines the main planning options which are available. This will typically affect higher paid members of staff although any member of staff whose pension benefits could approach or exceed the new Lifetime and Annual limits could attend. Adjusting to and planning for retirement

A bit more about

lifetime allowance course speakers

Every seminar or course is different, that why depending on which you attend or have arranged will decide on who presents. We have a range of different financial speakers specialising in different pension schemes as well as various facilitators each with their own expertise.

When discussing Lifetime & Annual allowances you want to be sure that your speaker is as well qualified and experienced as possible. That’s why we use people like Martin to help support and guide you. 

Below is an example of who you might meet. 

Ian

Chartered Financial Planner

Kate Pierce, Charted financial adviser in circle portrait

Kate

Chartered Financial Planner

Martin

Chartered Financial Planner

Some of the

ORGNISATIONS WE HAVE SUPPORTED

Some importent

Lifetime Allowance Course Details

We offer a range of different lifetime allowance seminar and courses to fit around your organisation. However, if you have something specific in mind that doesn’t fit in with the below, just let us know. All our workshops can be made bespoke. 

Seminar Time

This seminar lasts for approximately 1 ½ hours and includes time for questions. We also offer a full day Mid-Career financial education seminar for larger organisations

Learning outcomes

  • Understand different types of pension
  • Calculating the value of pension benefits
  • Learning about the current and historical limits
  • Starting the process of planning
  • Understanding the various planning options