Member Tax Awareness sessions

How long does it last?

1.5 hours

Who’s it for

This course is designed for members who have received a Pension Saving Statement.

What's it about?

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

What will I learn about?

  • Tax charges, the calculations and how they are applied
  • Member responsibilities
  • Pension-savings information required for self-assessment
  • Key dates that must be met when providing information
  • Payment options
  • Signposting to other sources of help and advice

How will it benefit me?

  • You’ll understand how tax legislation can impact on your pension benefits
  • You’ll be able to identify if you have a tax charge to pay
  • You’ll understand the different methods of repaying any potential tax charge

To book a place on an open course, see the available dates below. If you would like to arrange a group booking for up to 30 delegates please complete the group booking request form.

*Please note - sessions listed on this page are open sessions only. To book sessions in-house at your regional offices, please contact

Upcoming Courses

There are currently no courses available.