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You must provide information on flexible access, pension savings, relevant benefit crystallisation events, lump sum death benefits and overseas transfers.
Work out what your allowances are and if you need to pay tax on your pension savings if you flexibly access your pension.
If your pension savings are more than your annual allowance, carry forward unused annual allowances from previous years.
Consultation on the detail of the reduction to the money purchase annual allowance, which will be reduced to £4,000 from April 2017.
Work out how much annual allowance you get for your pension savings for 2016 to 2017 and each later tax year.
How to calculate pension input amounts and how annual allowance charges are affected after the public service pensions remedy (previously known as McCloud).
Private sector pension scheme administrators can pay, discharge or request a refund of a member’s lifetime allowance charge if it has changed following the public service pensions remedy (also known as McCloud).
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