James Hay Podcast

Back to basics: Simplifying the Annual Allowance


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*For professional advisers and paraplanners only*

In the first of a new technical podcast series, Head of Strategic Accounts, Damian Smyth, quizzes pensions expert, Ian Linden, on the complexities around the annual allowance, as Ian takes the pension savings mechanism back to basics.

Ian explains what’s changed, the difference in dealing with Defined Contribution versus Defined Benefit pensions, and what happens if the Annual Allowance is exceeded.

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James Hay PodcastBy James Hay