Documents
Useful Information

Issued: October 2024
List of suggested advisers – Pensions Tax
A list of suggested advisers to help members use the HMRC digital service in relation to Pensions Tax for remedy

Issued: August 2024
Introduction to Personal Tax
Details of how personal tax works, covering various income types, marginal rates, tax bands and more

Issued: August 2024
Personal Tax and Remedy
Details of how personal tax is impacted by remedy, covering contribution adjustments and arrears of pension payments and more

Issued: August 2024
Introduction to Pensions Tax
An introduction to pensions tax, covering annual allowance and lifetime allowances

Issued: August 2024
Pensions Tax and Remedy
Details of how pensions tax is impacted by remedy, covering annual allowance and lifetime allowances

Issued: July 2024
How your PPS 2015 scheme benefits build up
Details for members about how their reformed scheme benefits are built up.

Issued: July 2024
How your PPS 2006 or PPS 1987 legacy scheme benefits are calculated
Details for members about how their legacy scheme benefits are calculated.

Issued: May 2024
Age discrimination project update
A briefing paper setting out an update of the project to implement the age discrimination remedy.

Issued: September 2023
Warm up communications – active members
Details about what to
expect from October 2023.

Issued: September 2023
Warm up communications – active members (WELSH)
Details about what to
expect from October 2023.

Issued: September 2023
Warm up communications – retired members
Details about what to
expect from October 2023.

Issued: September 2023
Warm up communications – retired members (WELSH)
Details about what to
expect from October 2023.

