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Lifetime allowance excess options to consider

As the lifetime allowance (LTA) has reduced more people have to decide the options they have concerning any pension fund excess they may have.

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The information provided in this article is not intended to offer advice.

It is based on Old Mutual Wealth or Old Mutual International's interpretation of the relevant law and is correct at the date shown on the title page. While we believe this interpretation to be correct, we cannot guarantee it. We cannot accept any responsibility for any action taken or refrained from being taken as a result of the information contained in this article.

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