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)Tapered annual allowance employer factsheet (PDF: 116KB)
Annual Allowance employer FAQs (PDF: 335KB)Example Pension Savings Statement 1995/2008 Scheme for 2015/16 (PDF: 272KB)Example Pension Savings Statement 2015 Scheme for 2015/16 (PDF: 271KB)Example Annual Allowance Calculation (PDF: 274KB)FACT Special Annual Allowance (PDF: 269KB)Pension Tax Changes - Annual Allowance (PDF: 196KB)Reduced Annual Allowance - Additional Pension and Added Years (PDF: 251KB)
Read the factsheets for information about the changes to the Lifetime Allowance rules since April 2016:Information about the Lifetime Allowance from 6 April 2018 (PDF: 133KB)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.