Annual Allowance

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About this event

This half day course is aimed at experienced pension administration staff in England and Wales. It will not be suitable for those new to LGPS administration.

Scottish LGPS administrators are welcome to attend but should be aware that the exercises and examples that use factors will be demonstrated using English and Welsh factors.

The course is based on overriding tax legislation. Scheme employer staff would not benefit from attending.

Course content

  • The basics of annual allowance
  • Calculations
  • Member events and their effect on annual allowance
  • Re-opening PIPs
  • Pension Savings Statements
  • Tax charges and options
  • Scheme pays
  • Other considerations

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