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Errors on 2023/24 pension savings statements, and clarification of figures on 2023/24 pension savings statements for the 1995/2008 Scheme We are aware of an error on issued 2023/24 Pension Savings Statements. Read our news article 'Error on 2023/…

P60s and Advice of Payments P60s and Advice of Payments (AOPs) will typically arrive by the end of May. These will be sent in batches with the 2025 Pensioner newsletter. Only contact us if you have not received your pack by 1 June 2025. Jump to…

New HMRC lump sum allowances from 6 April 2024 As part of their Spring Budget 2023, the government announced the removal of the lifetime allowance charge from 6 April 2023 and lifetime allowance from 6 April 2024. The Finance Act 2024 amended the…