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Tax information

Annual Allowance

We can only send Annual Allowance statements to a member’s home address. We cannot accept bulk member requests.

Read the factsheets for information about the changes to the Annual Allowance rules since April 2016:

2015-16 Annual Allowance transitional rules (PDF: 302KB)

2016-17 Tapered Annual Allowance (PDF: 311KB)

2016-17 Tapered Annual Allowance example (PDF: 158KB)

 

Lifetime Allowance

Read the factsheets for information about the changes to the Lifetime Allowance rules since April 2016:

The Lifetime Allowance is reducing to £1million from 6 April 2016 (PDF: 123KB)

New HMRC Lifetime Allowance protections available from 6 April 2016 (PDF: 239KB)

Completing the retirement benefits claim form (AW8)

Use the Finance Act AW8 Part 12 HMRC Decision Tree (PDF: 239KB) to make sure members complete part 12 of the retirement benefits claim form (AW8) correctly.