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New adviser tech hub focuses on LTA changes

by Emma Simon
February 22, 2024
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AJ Bell has launched a new technical hub for financial advisers designed to support them with impending pension tax changes when the Lifetime Allowance (LTA) is abolished in April.

Tech Zone provides a one-stop technical hub addressing regulatory and legislative updates, as well as other technical content including guides, webinars, events and more.

AJ Bell is also hosting free webinars from its technical team and downloadable guides for advisers through its website to help advisers fully understand the new rules and the effect on clients’ pension planning.

AJ Bell Investcentre product director Mark Rendle, says: “The new pension rules are far from simple, and advisers will be looking for opportunities to help clients better understand the potential impact on their retirement savings plans. On top of that, all bets are on a general election at some point later this year, meaning there is likely to be further uncertainty and changes to existing policy whoever gets the keys to Number 10.

“We want to help advisers and clients navigate this in the most accessible way possible. Our Tech Zone provides exactly this opportunity and is one of the few one-stop technical hubs addressing all of the latest regulatory and legislative updates in a digestible format.”

 

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    • Financial resilience
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