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  • Pension Tax Presentation

Pension Tax Presentation

The 'Pension Tax' presentation is aimed at members who earn over £63,000 a year to provide an overview on pension saving limits. To book this event we will require a minimum of 10 attendees.

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tax

Our aim is to give members an overview of pension tax and to make them aware of lifetime and annual allowance which could have an impact on their pension. The topics we cover in this presentation are:

       Lifetime Allowance

  • How a member's pension benefits are built up (covers all LGPS changes before 1st April 2014)

  • How Capital Value is calculated

  • What happens if you exceed Lifetime Allowance

        Annual Allowance

  • Understanding Annual Allowance

  • What happens when you exceed Annual Allowance

  • Tapered Annual Allowance

At the end of the presentation there will be an opportunity for the audience to ask any pension questions to our friendly and experienced Member Relationship Officers who are always happy to help.

(Please note that fund representatives can only give information, therefore, if members require financial advice they should seek the services of an independent financial advisor).

 

Feedback we have received from our members on the 'Pension Tax' presentation:

"Very good presentation and informative".

"Right pace and content".

"Great overview and food for thought".

"Very clearly explained".

 

Remember our services are provided FREE OF CHARGE to employers of the West Midlands Pensions Fund.

To book an event today please contact the Member Services Team on:

Telephone: 01902 551869

Or alternatively

Email: wmpfevents@wolverhampton.gov.uk

We look forward to hearing from you...

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