Sorry. You need to upgrade your browser

You are using Internet Explorer 8

This is considered an out of date browser. This website has been developed with modern browsers in mind to allow it to display at its best in a wide variety of viewing situations - including mobile viewing. But we haven't supported older browsers like IE8. Please upgrade to the latest version of Internet Explorer - or try Mozilla Firefox or Google Chrome. Both are excellent browsers.

Thank you.

Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

Chartered Financial Planners

Chartered Financial Planners - Independent

Tel: 01332 416585

Lifetime Allowance

The maximum tax-free fund allowed* is currently £1,055,000** (2019/20). If you have multiple funds, this is an overall limit.

*Your fund can build to any size at all, but the excess will be taxed when you take benefits, and the tax is designed to make it generally financially unsound to over-fund your pension.

** For pensions provided on a defined benefit basis, the value of benefits will be translated into a notional fund, which is then used to assess your position re the lifetime allowance.

Contact us to find out more about Pension Allowances.

Pension eligibility depends on personal circumstances. Tax rules and allowances are not guaranteed and may change in the future. The value of pensions can fall as well as rise and you may not get back the amount you originally invested.

What our customers say

Quote

In our situation we were finding it very difficult to get help and information from our pension provider. After our first meeting with Pete, within about 2 weeks he had acquired all the information we had requested, then discussed all options available to us, explaining anything we were unsure of. 

Quote

Personal Pension Client