New rules introduced in Finance Act 2023 may have a significant impact on those with pension funds in excess of the Lifetime Allowance, as well as those with existing Lifetime Allowance protections. There are also notable changes to death benefits.
Draft pension legislation for 2024/25, and the potential re-instatement of the Lifetime Allowance by a future Labour Government, presents a significant opportunity to safeguard valuable benefits prior to April 5, 2024.
Strabens Hall Ltd is authorised and regulated by the Financial Conduct Authority (“FCA”). Our FCA registration details are set out in the FCA Register under firm reference number 461795 (www.fca.org.uk). Strabens Hall Ltd is registered in England and Wales (registered number 06015275) and our registered office is 5 – 9 Eden Street, Kingston upon Thames, Surrey, United Kingdom, KT1 1BQ.
Some of our services are not regulated by the FCA. Before you engage us in any work, we will outline which of those services are and are not regulated by the FCA to enable you to make a fully informed decision.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. All complaints for referral should be submitted to Strabens Hall Ltd prior to approaching the Financial Ombudsman Service (FOS). Full details can be found on its website at www.financial-ombudsman.org.uk.