• Capped defined benefit income streams webinar – May 2017

    This webinar outlined the details of a capped defined benefit income stream and discussed how they are valued for transfer balance purposes.

    It also looked at:

    • the taxation consequences of exceeding the transfer balance cap
    • the implications of having more than one income stream or a capped defined income stream and other pensions and annuities
    • what funds will need to report and the action you will need to take.
     

    See also:

      Last modified: 26 May 2017QC 52264