Pension Tax Presentation
The 'Pension Tax' presentation is aimed at members who earn over £50,000 a year to provide an overview on pension saving limits.
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
Email: wmpfevents@wolverhampton.gov.uk
