Case Study Investigation (CSI): Lifetime allowance with Ascentric

Tax and trusts

Wednesday 20th October 2021





A team of paraplanners and an expert dissect a case study looking at lifetime allowance.

Learning objectives

In this session we covered…

  • The key planning considerations when advising clients around the Lifetime Allowance
  • How the Lifetime Allowance works with DC and DB pensions
  • The importance of secure income
  • Why the order of taking benefits is so important
  • How death benefits fit in
  • Comparing the options for a client


Les Cameron
M&G Wealth

Les leads the M&G Wealth Technical Team working to maintain their position as one of the most widely respected technical support units in financial services.

A fellow of the PFS, Les spends his time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press, paraplanners and financial advisers.

Alyson Brooker
The Paraplanners

A graduate in Law from the University of Edinburgh, Alyson had originally planned to embark on a career practicing law but, despite achieving a Diploma in Legal Practice, she soon caught the paraplanning bug. Today, Alyson is a Chartered Financial Planner. Alyson’s background in law has particularly helped hone her skills in trusts, estate planning and general tax planning.

Colin Stewart
The Paraplanners

Colin is a Chartered Financial Planner and achieved Certified Financial Planner and Accredited Paraplanner status in 2015. His financial services career started in 1999 and took a few turns in the early years. This included time in a pensions call centre, local government pensions administration and a business development role with Scottish Life. In 2002 he discovered paraplanning. Since then Colin has held a number of positions in a small financial planning firm, a large national adviser and a private bank. Colin has a lot of experience in most aspects of financial planning. With his strong pensions background he spends most of his time working with complex retirement plans, including cash flow plans, and defined benefit transfer analysis.

Caroline Singleton
Money Matters

Caroline is a Technical Specialist for North East IFA firm, Money Matters. Essex girl turned northern lass, she enjoys shopping, drinking coffee and talking all things finance.

Event resources

Useful links

M&G Wealth have created a page on their website where you can download the slidedeck, access resources AND complete a brief test to obtain your CPD certificate for taking part.

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