Summary of the session
One of the most important dates in the annual allowance cycle is the 6 October. This is the date when schemes are required to issue pensions savings statements for those that have breached their annual allowance or money purchase annual allowance.
This may mean that you have received, or will soon receive queries from your clients about what this means, and what can be done. And whilst thinking of annual allowance what other opportunities to provide advice are there?
On this webinar, Mark Devlin, one of our Senior Technical Managers, took you through the information you need to navigate those advice issues for those who have breached their allowances but also the advice opportunities that may exist for those that haven’t.
Learning Outcomes
- The operation of the annual allowance and money purchase annual allowance
- How carry forward can mitigate any annual allowance excess identified in a pension savings statement
- Options available for paying annual allowance charges
- Advice opportunities using annual allowance
To view this module, please click on the Enroll button below.