Lifetime Allowance Workshop

Wednesday, 29 August 2018
8:30 am – 11:00 am
    • Martin Clubbs, Pension Specialist, Old Mutual Wealth

Following feedback during our series of DB workshops there has been many requests for a specific Lifetime Allowance technical session. As a result of this feedback we are pleased to invite you to attend a session on 29th August 8.30am for a 9am start, finishing by 11.00am.

The session will cover key planning challenges you will be facing and give you take-away strategies to get the best outcomes for your clients.

Session agenda:

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

Please reply to reserve your place. In addition, please email if you would have liked to attend this event but cannot due to holiday commitments, and we may organise another similar event in the Autumn if we have sufficient interest.

Each course will be limited to a maximum of 30 per session to allow interaction and peer group sharing.

  • 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