The BIG LTA question – what needs done by April?

90 min watch 1 Feb 24

Lots of time, effort and energy has been expended getting collective heads around the new, but still potentially changing, Lifetime Allowance (LTA) rules. But with the abolition date hurtling towards us at great speed, questions have turned from 'how do the new rules work' to 'who might be impacted and what might we need to do'? 

Les Cameron, Head of Technical and Mark Devlin, Senior Technical Manager at M&G Wealth discussed what they think on the 'who' and the 'what'.

The event qualified for up to 90 minutes structured CPD accredited by CII and now you should be able to:

  • Identify those clients who are impacted by the abolition of the LTA
  • Describe the actions that may need to be taken to improve the outcomes

Before collecting your certificate, please take a moment to provide us feedback on this session, please email prudential.distribution.team@prudential.co.uk

Complete the reflective statement and form below, we’ll then email your CPD confirmation to you. Please use the email address that you would usually use when contacting us.

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