Posts tagged as:

pension funding

Final Salary Transfer Values

by Richard Allum on 17 April 2008

I don’t know about you but I have seen quite a few TVAS calculations so far this year with only a small minority producing critical yields within the range I would deem to be worthy of consideration for a transfer.  A lot of this has to do with the way in which transfer values are […]


Salary Sacrifice

by Richard Allum on 1 April 2008

Steve Bee of Scottish Life is always a good source of insightful and very often amusing comment on pensions. In his latest BeeLine he refers to a very helpful document on salary sacrifice and how it works that has been produced by Her Majesty’s Revenue & Customs (HMRC to the trendy). Having read it myself, […]

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Annual Allowance 2007/08 – don’t miss out

by Richard Allum on 24 January 2008

The Annual Allowance is the maximum amount an individual can receive into their pension fund during the current tax year from all sources without a tax charge. For 2007/08 this amount is £225,000. However, when a contribution is made, the policy is automatically set up with an input period of 12 months and this contribution […]