Eastern branch understanding pensions and HMRC allowances

20 January 2021

Online

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About this event
This event will provide pension scheme guidance and support to help with your financial planning and pension goals.

The session will cover;

Background to pension tax
Calculating your excess
The lifetime allowance (LTA)
Actions to consider

The session will also cover the Governments latest position on correcting the age discrimination issue caused by the introduction of the NHS 2015 Scheme and options (some) people have for their employer to reimburse any reduction to pension created by a tax charge for 2019/20.

PLEASE NOTE THAT THIS SESSION PROVIDES GUIDANCE AND EDUCATION TO HELP UNDERSTAND MORE ABOUT THE NHS  PENSION AND TAX RULES THAT APPLY. THE SESSION DOES NOT PROVIDE FINANCIAL ADVICE.