For intermediaries only

Welcome to August's Latest News

With us almost two thirds through the year, to keep on track with CPD requirements financial advisers should have clocked up over 20 hours of CPD time. Our Living and dying with the lifetime allowance webinar is now available online and you can claim 40 minutes unstructured CPD time for completing this.

We also cover Why financial protection alone isn't enough and how our research found that while price is important, it's not always the deal clincher when it comes to protection products. Plus, the FCA launched their consultation on contingent charging last month - you can read our Pensions Director's view. 

Sticking with the FCA, they've said five million people are at risk from pension scam, so find out how you can help protect your clients. And we close with details of some important changes for trustees.

Read on to find out more.

Watch our Living and dying with the lifetime allowance webinar

Did you miss our Living and dying with the lifetime allowance webinar? You can catch up now and hear Martin Haggart, our Technical Pensions Manager, and Elaine Cruickshank, our Tax and Trusts Manager, discuss:  

• how the lifetime allowance applies during lifetime under defined benefit and defined contribution schemes, and potential tax mitigation strategies;
• how it applies on death, it’s impact on legal personal representatives and the key decisions for beneficiaries, and
• alternative savings options and protection strategies for those affected.

Plus, you can claim 40 minutes unstructured CPD time.

Watch our webinar



Platform tip of the month

Aegon Retirement Choices - edit live client details – select Adviser and the client search tab. Find your client and select Amend client details on the right hand side. Anything greyed out can’t be changed online, you’ll need to call us.


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