Tax and other complex pension topics 

We understand pensions can be such a daunting and tricky subject. Take a look at our useful videos to make pensions a bit more digestible. 


Understanding tax relief

Discover more about tax relief on your pension contributions with the help of Sid the Squirrel.


Understanding the Annual Allowance

There are limits to how much you can contribute towards your pension before hitting the Annual Allowance and facing tax on your contributions.


Understanding the Tapered Annual Allowance

If you're a high earner, you may be subject to the Tapered Annual Allowance.


Understanding the Lifetime Allowance

This video explains that when you take your pension benefits, you may be subject to the Lifetime Allowance, depending on when you take them.


Understanding the Money Purchase Annual Allowance

If you take money from your DC (defined contribution) pension, there may be certain limits.