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4 scenarios where pension freedoms could cause your clients a real problem, and what you can do about them.

by Jill Chadburn on 01·03·2023

Pension freedoms, introduced in 2015, offered most people major changes to pension death benefit options and taxation. With all these added flexibilities and tax benefits, you could be forgiven for thinking why would you want to consider anything else for your clients’ pension pot. There are, however, several scenarios when the new flexibilities could be a hindrance rather than a benefit.

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