Boost your retirement plans – Prepare your pension for 2024
Get your retirement plans in shape for 2024 and the years ahead. Book your place at our complimentary webinar for 2024 targeting financial fitness. Understand why the pension lifetime allowance could still affect your retirement income, and how you can plan accordingly.
The Spring 2023 budget outlined plans for the pension lifetime allowance to be abolished from April 2024. However, it doesn’t mean you can forget about it completely. Discover everything you still need to know: what it is, how it is applied and the tax implications of exceeding it. We will also give you the tools to help manage your pension efficiently and take advantage of beneficial tax reforms.
Find out more about:
- The changes to pension funding allowances and how much you can now contribute
- The impact on the lifetime allowance now and in the future
- New limits that have been proposed for 2024
- Why avoiding the abolished lifetime allowance charge could be beneficial
- Whether those with lifetime allowance protection should recommence pension saving
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
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Roy Smith joined Evelyn Partners in 2015 and has been a financial planner since 1996, having previously worked for RBS Private Clients and Clydesdale Bank respectively. He is a Chartered Financial Planner and Fellow of The Personal Finance Society. Roy enjoys the variety of clients and their objectives which he comes across on a daily basis and is proud of the role he plays in helping them come to fruition.
Andy is a Chartered Financial Planner with over 30 years’ experience in the financial services industry. His career began working for a major life office and he then progressed to advising clients as an IFA for 22years, specialising in the corporate market. He then moved into training and development and latterly was the pensions SME for a UK Bank. He then took up his current role in January 2023 with Evelyn Partners as a Pension Technical Specialist. His responsibilities include providing technical assistance, training and research in pensions, as well as carrying out due diligence of third-party pension providers. He sits on the retirement policy council of TISA.