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Adviser Workshop: How to factor in the lifetime allowance on DB transfers - Citywire.co.uk

Citywire.co.ukAdviser Workshop: How to factor in the lifetime allowance on DB transfersCitywire.co.ukWe have a full section on it depending on the size of the pension fund. We do not just look at a client's defined benefit (DB) pension in isolation. We look at every other pension asset, including any other DB pension and also any money purchase assets ...15-12-2017

Citywire.co.uk

Adviser Workshop: How to factor in the lifetime allowance on DB transfers
Citywire.co.uk
We have a full section on it depending on the size of the pension fund. We do not just look at a client's defined benefit (DB) pension in isolation. We look at every other pension asset, including any other DB pension and also any money purchase assets ...

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