0844 967 2567

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. 


Chartered Financial Planner

Kate Pierce, Charted financial adviser in circle portrait


Chartered Financial Planner


Chartered Financial Planner

Some of the