Lifetime Allowance recap and Pension Transfer Advice review

Wednesday, 12 December 2018
8:30 am – 11:30 am
    • Martin Clubbs, Pension Specialist, Old Mutual Wealth
    • Mark Goold, Senior Associate, Financial Conduct Authority

Session 1 (9.00am-10.00am approx.)

Lifetime Allowance Recap

Martin Clubbs of Old Mutual Wealth will cover key planning challenges and provide strategies to provide improved outcomes for your clients.

The session will cover:

  • A recap of LTA rules and protections
  • Dealing with clients, managing the excess over the LTA
  • Dealing with any knock-on tax implications of different strategies, in particular IHT
  • Case study to bring the practical options to life

Session 2 (10.30am – 11.15am)

PS18/20 Improving the Quality of Pension Transfer Advice

The recent release of the Policy Statement “Improving the Quality of Transfer Advice” has formalised the FCA’s expectations of those involved in Pension Transfer advice.

There will be a short presentation on the key points of PS18/20 and the opportunity for those attending to question FCA Senior Associate Mark Goold

Attendees are invited to review the policy statement and submit any questions here ahead of the event.

Link to FCA webpage:

  • AMP Technology Centre
  • Advanced Manufacturing Park, Brunel Way
  • Rotherham
  • S60 5WG
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at