Testing pension benefits | Bitesize Technical

With the lifetime allowance abolished as of 6 April 2024, there are new rules on how benefits are tested when pensions are accessed. As a special stand-out Bitesize Technical session, Senior Technical Consultant Lisa Webster shares quick-bite information on:
• when benefits are tested in the member’s lifetime;
• how the new allowances work; and
• how death benefits are tested.

To read more on the topic, head on over to our website to view the full article: https://www.investcentre.co.uk/articl...

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For financial professionals only.
The information contained in our technical material is based on our understanding of current law, practice and taxation which may be subject to change.