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Fixed Term Annuities

arongunninghamarongunningham Member
in Technical stuff

Should we assume that any new FTA will be setup under FAD rules and therefore trigger the MPAA?

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Comments

  • benjaminfabibenjaminfabi Moderator
    No. You should check with the annuity provider. It isn't a given that they'll be set up like that.

    But why would you recommend a short term annuity for a client who still had enough earned income to contribute more than the mpaa? I can't think of an obvious reason?
    Benjamin Fabi 
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  • arongunninghamarongunningham Member

    It was just for the 'risks' section. Thanks

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