On the surface the Lifetime Allowance can seem complicated to understand. To help de-mystify some of the technical phraseology surrounding Lifetime Allowance, Menzies Wealth Management (MWM) have created a jargon busting reference guide.
Lifetime Allowance – Defined Contribution Pension Schemes
Lifetime Allowance – Defined Benefit Pension Schemes
Lifetime Allowance Protection – Fixed Protection
Lifetime Allowance Protection – Individual Protection
Menzies Wealth Management (MWM)
Menzies Wealth Management is a subsidiary company of the Menzies Group, providing independent financial advice to both private and corporate clients. We are independent of all financial institutions.
We offer independent financial advice across the whole of market. This means that we are able to advise you in respect of the majority of your financial planning needs and, importantly, can do so without bias to any product provider.
Menzies Wealth Management employs a team of highly qualified and experienced financial planners, who are closely supported by a team of client relationship managers – all based in our London office – offering advice on:
Read more about Menzies Wealth Management and the value they offer to private and corporate clients in providing independent financial advice.
Menzies Wealth Management Limited (“the Company”) is authorised and regulated by the Financial Conduct Authority (FRN 486548). The Company is registered in England and Wales, number 06597008, and has its registered office at 1st Floor, Midas House, Goldsworth Road, Woking, Surrey GU21 6LQ.