Pension Tax 121s


45 minutes

Who's it for?

This course is for members who have a potential tax charge.

What's it about?

The session is run by a financial consultant and will give members all the information they need around Pensions Saving Statements and Pensions tax.

What will I learn about?

  • The background of pension tax
  • Annual Allowance
  • Lifetime Allowance
  • Your pension record and how to check your details

How will it benefit me?

  • You’ll have the opportunity to review your pension with a pension consultant to consider any potential tax charge.
  • You’ll understand your options and what steps you need to take.
  • There will be an opportunity at the end of the session for you to ask any questions you have about your pension.
  • You can pick a time and date for your session that is convenient for you. Due to the current travel restrictions we are currently delivering all tax training via remote sessions.

How do I book?

We are no longer taking bookings for one to one sessions through the website, but if you wish to book a session, please contact us directly us at

If you would like to arrange a full or half day session for your employees, please complete the group booking request form.

Please note - sessions are currently being delivered through Microsoft Teams. Please contact us to arrange a time that is suitable for you at

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