Pension Tax 121s (LTA)

How long does it last?

45 minutes

Who's it for?

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

What's it about?

This one-to-one consultation focuses on individual pension circumstances and is designed to inform members about the options available to them when dealing with pensions and tax.

The session is delivered by a pension consultant, but this is not formal financial advice.

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?

To book a place on an open course, find a suitable date below and ‘book now’.

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 taking place by phone. Please contact us to arrange a time that is suitable for you at taxsupport@mycsp.co.uk.

Upcoming Courses

There are currently no courses available.