Pension tracing checklist
Checklist for pension advisers
For pension advisers who want people approaching retirement on their list before they have a full picture.
Calculator
What tax relief adds to your pension
How to use this calculator
Send it before the end of the tax year. Savers see relief they may be missing and how to claim it.
What is inside
Where relief is given for youWorkplace pensions taken before tax. The relief is given in full through your pay.
How higher rate relief is claimedWhat you paid in during the tax year.
The limits to knowAnnual allowance
Before the end of the tax yearWhat you paid in: This tax year, from all pensions.
Three title ideas for your own version
What tax relief adds to your pension
The pension tax relief calculator
Are you claiming all your pension tax relief?
Where to promote it
Your newslettera reply to a client who is self employeda post before the end of the tax year
What goes in a pension tax relief calculator?
A relief calculator for relief at source, what each tax rate means, how higher rate relief is claimed and the limits to check.
Make this calculator your own
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