With effect from 11 August 2011, the scheme administrator of a registered pension scheme is required to provide the member with a ‘pension savings statement’ where:

the aggregate pension input amounts for the pension input period ending in a tax year in respect of each arrangement under the scheme relating to the member exceeds the annual allowance for that year; and

the member satisfies certain conditions.

Need help? Get subscribed!

To subscribe to this content, simply call 0800 231 5199

We can create a package that’s catered to your individual needs.

Or book a demo to see this product in action.