Abolition of the Lifetime Allowance & Introduction of the Lump Sum Allowance – Practical Considerations

Date:

19 March 2024 11:45 to 14:30

Venue:

Brewers’ Hall, Aldermanbury Square, London EC2V 7HR

Chairperson:

Laura Edge, Reward Partner, Roche Products Ltd and a Member of the MPPF Advisory Committee

Details:

The Spring Budget 2023 announced a number of significant changes to pensions tax. Some changes have already been put in place now and with the Lifetime Allowance scheduled to be removed with effect from April 2024 and other tax changes such as the introduction of the Lump Sum Allowance, what does this all mean for Schemes, Trustee and Members?

We aimed to explore the practical considerations as well as bring you up to date on any relevant further announcement on tax changes from the Budget on 6 March 2024.

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