Industry Voice: Are you familiar with the situations when a second lifetime allowance test takes place?

BMO Global Asset Management
clock • 1 min read
Industry Voice: Are you familiar with the situations when a second lifetime allowance test takes place?

Firms should be aware of the challenges facing clients with potential Lifetime Allowance (LTA) issues before embarking upon a relevant LTA strategy. However, not all firms are. That's where BMO Global Asset Management can help. Through BMO Adviser Edge get ahead of the curve and find out more about the challenges facing clients including case studies, calculations and explanations when the Lifetime Allowance is tested.

 

Related Topics

BMO Global Asset Management
Author spotlight

BMO Global Asset Management

View profile
More from BMO Global Asset Management

Industry Voice: The adviser as life coach

Industry Voice: Improve your practice by challenging your biases

In-depth

MPS movers: Why Quilter, Tatton, Waverton came out on top
DFM & Model Portfolios

MPS movers: Why Quilter, Tatton, Waverton came out on top

Less launches expected as industry has ‘seen the peak’

Isabel Baxter
Isabel Baxter
clock 05 March 2025 • 5 min read
Driving change in advice: The importance of visible female leadership
Your profession

Driving change in advice: The importance of visible female leadership

Leveraging International Women’s Day to boost awareness of financial planning careers

Sahar Nazir
Sahar Nazir
clock 06 March 2025 • 6 min read
How FCA could tackle review of 'opaque' MPS market
DFM & Model Portfolios

How FCA could tackle review of 'opaque' MPS market

Target market an expected focus as propositions have ‘questions to answer’

Isabel Baxter
Isabel Baxter
clock 03 March 2025 • 4 min read