Meaningful Academy
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4. Finessing Your Retirement
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Module Overview:
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Lessons in this Module:
Introduction
1a – Understanding the Lifetime Allowance
1b – Mitigating The Lifetime Allowance Charge
2 – Maximising Allowances
3a – Securing An Income: Why?
3b – Securing an income: Methods
4a – Withdrawal Strategies
4b – Modelling Withdrawal Strategies
Final Thoughts
resources for this module
LINK
Benefit Crystallisation Events
LINK
Protecting Your Pensions
LESSON
How Crystallisation Works
LESSON
Modelling The Lifetime Allowance
LINK
Annuity Comparison Tool
