Pension lifetime allowance factsheet

For the first time in eight years the lifetime allowance has risen. It is now £1.03 million.

This factsheet is not personal advice, but reveals:

What the pension lifetime allowance is and when it applies
How to calculate if it could affect you
The mistake which can result in a 55% tax charge
The different types of pension lifetime allowance protection
How to secure an allowance of £1.03 million

The factsheet is based on our understanding of legislation at 6 April 2017, which is subject to change. It is a summary and cannot cover every situation. Any tax benefits depend on your circumstances and tax rules can change in the future.

Request your factsheet now

Please correct the following errors before you continue:

Delivery preference:

Download Post

Title:

First name:

Last name:

Email address:

Main phone number: (optional)

Mobile phone number: (optional)

Date of birth: (optional)

Title:

First name:

Last name:

Address:

Email address:

Where did you hear about us?

Verified by VeriSign

VeriSign has verified the rightful owner and operator of this web page. The seal verification also shows that this page has passed a daily malware scan.

This information is not personal advice. You should not take, or refrain from taking, any action based on this information. If you are at all unsure, contact us and we can put you in touch with an adviser.

For the first time in eight years the lifetime allowance has risen. It is now £1.03 million.

This factsheet reveals:

What the pension lifetime allowance is and when it applies
How to calculate if it could affect you
The mistake which can result in a 55% tax charge
The different types of pension lifetime allowance protection
How to secure an allowance of £1.03 million