online

Annual allowance – don’t ignore the pension savings statement

Every year, pension scheme administrators must issue annual allowance pension savings statements to those members who have exceeded the annual allowance (AA). It’s coming round to that time of year again for tax year 2019/20, as pension savings statements must normally be issued no later than 6 October 2020.

Pension savings statements must be issued to:

If you’re not a client, to read this content you must sign up for a free guest account

Clients of threesixty are kept up to speed with the latest regulatory, industry and technical developments via our regular news and opinions articles.

As well as being updated via the articles we publish to threesixty online, clients can specify to us what type of articles they want to receive (by category) and how frequently they receive them.

To try this service, simply register your details with us and we'll give you 3 months free and unlimited access to our news and opinions.