|
|
Maximum funding before registering for fixed protection
On 6 April 2012 the lifetime allowance will reduce from £1.8 to £1.5m. Clients whose funds are (or they expect to be) in excess of £1.5m at that time, can register for fixed protection to ring fence these funds (up to £1.8m) against a potential charge.
Clients may therefore wish to maximise pension contributions before ceasing them.
Our Maximising Opportunities in Pension download will provide more detail:
» Fixed protection | | | | | Helping you make the most of your opportunities
Our interactive timeline highlights advice opportunities whilst guiding you through changes to pension legislation.
Technical corner articles provide information on pension advice opportunities and technical topics.
Our choice of two pension discretionary trusts could help to meet your clients needs.
» 2 year trust deed & notes
» 125 year (spousal bypass) trust deed & notes | | | | Helping you get the best for you and your clients
» Beautifully Orchestrated proposition brochure, an overview of our retirement solutions
A closer look at our Zurich SIPP
» Panel funds available
» Remuneration options
» Our service for transfers and income drawdown
Our Trustee Investment Plan
» Five great reasons
» Reasons why
» Product specification
» Remuneration guide
| | |
