With an ever-encroaching A-Day, Abbey for Intermediaries has launched a CD to aid advisers to identify clients who might most need a review before simplification of the new pensions regime.
The CD will include tools for advisers to calculate clients’ overall entitlements and identify those considering further protection. A ‘matrix’ has been added to enable advisers to select various possible pensions solutions by entering their clients’ current situation, which Abbey believes will help intermediaries understand how A-Day might affect their clients’ tax-free cash entitlements, while also tackling areas like protecting funds against the Lifetime Allowance charge as well as areas concerning pension and divorce. This Matrix, Abbey says, can be included as part of a client rev...
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