Pension tax limits :: Pearson Pensions

Pension tax limits

Who should attend

Employees who are members of the Pearson Pension Plan.
Individuals with high earnings (over £200,000) who may be impacted by the tapered annual allowance.
Anyone considering retirement planning and wanting to understand tax implications.
Employees who have multiple pension arrangements and need clarity on combined limits.
Those who have accessed pension savings and may be subject to the Money Purchase Annual Allowance (MPAA).
Individuals concerned about exceeding the Lifetime Allowance (LTA) and potential tax charges.
Anyone seeking to maximize tax relief and make use of carry forward allowances.

Why you should attend

To understand how pension savings interact with tax relief and HMRC limits.
To learn about the annual allowance (AA) and how exceeding it can lead to tax charges.
To gain clarity on the lifetime allowance (LTA) and its impact on retirement benefits.
To explore strategies for managing contributions and avoiding unnecessary tax liabilities.
To understand tapered annual allowance calculations for high earners.
To discover next steps and tools, including online calculators and regulated advice options.
To ensure informed decisions about retirement planning are made.

Agenda

Pension savings and tax relief
How the Annual Allowance is applied
Action to consider if you are impacted
Changes to the Lifetime Allowance
How the lifetime allowance is applied
Your pension savings and tax relief

To book your place on this webinar, please complete your details below and click submit. You will then be redirected to the registration page where you can select the date and time that best suits you.

Please note that our webinars are presented by financial education specialists WEALTH at Work, so you will be asked for your details again when booking your place. This will allow them to send you the invite and reminders.

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Data protection

Please tick the box below to confirm that you understand and acknowledge the statements.

The Trustee, as the controller under the applicable data protection legislation in the UK, uses certain personal information about you to (amongst other reasons) communicate with you and administer your benefits in the Plan. Your information is shared with the Plan’s administrators, other providers of services to us, and public bodies such as HM Revenue & Customs. For more detailed information on how we use and disclose your information, the protections we apply, the legal bases we rely on and your data protection rights, please see our privacy notice at www.pearson-pensions.com/privacy-notice/. If you would like a copy of our privacy notice to be sent to you, please contact the pensions helpline.

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