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Paraplanners are crucial to financial planning.

So join us in enjoying the value of informal gatherings, designed by paraplanners for paraplanners, to exchange views, learn, fix and share things. 

The life and times of the lifetime allowance

Thursday 19 October 1pm-2pm

What's being covered?

Join the Paraplanners Assembly and the ever-popular Assembly regular, Les Cameron of M&G Wealth, to explore the question ‘What’s going on with the lifetime allowance?’

Why? Because in his Budget statement to the House of Commons earlier this year, the Chancellor of the Exchequer, Jeremy Hunt, announced the removal of the amount you could hold in pension savings before becoming liable for tax.

And that’s quite the change. Because it’s not all that long since Hunt’s predecessors stood accused of levying ‘stealth taxes’ by freezing the LTA at to £1,073,100 – potentially exposing an influx of pension savers to tax liabilities thanks to the effect of inflation.

So with proposed legislation removing the LTA and introducing a rise in the annual allowance, doesn’t the future look rosey for pension savers and their pots?

Or do other proposed measures – like setting a limit of £268,275 on tax-free lump sums – muddy the waters a bit?

Well, that’s where Les comes in. Because over the lunch-hour session he will:

  • recap the saga of the lifetime allowance so far
  • explain the changes that the government has proposed
  • say what’s already happened (and what’s still left to happen); and
  • consider what it all means for paraplanners working on retirement planning cases for clients.

Be honest. This stuff is like catnip to a paraplanner isn’t it?

So succumb to the urge. Save your spot now.

How do I join?

To find out more and register head over to the Assembly's events page


Each Assembly is CPD accredited and is completely free – for your certificate just take the short test using the link provided at the end of the assembly.   

Meet the team

Richard Allum - Paraplanners Assembly

In additional to his day job with outsourced paraplanning business The Paraplanners,  Richard is one of the founding volunteers of the Paraplanners Powwow. 

Les Cameron – Head of Technical, M&G Wealth

Les leads the award winning M&G Wealth technical team. A fellow of the PFS, spending time reading, writing and speaking about pensions, tax and trusts to internal stakeholders, press, financial advisers and paraplanners.

Catch up on our previous Assemblies

2023 Assemblies

Check out our series of CPD webinar recordings and support materials on topics such as LTA, tax wrappers and dividends