Pension savings statement season is just around the corner

1 min read 15 Sep 22

Check your answers

1) By what date must schemes send a pension savings statement?

a. 5^th of October

b. 6^th of October

c. 5^th of November

d. 6^th of November

2) If a client receives a pension savings statement they will definitely have an annual allowance charge?

a. True

b. False

3) Carry forward can be used to mitigate;

a. The standard and money purchase annual allowances

b. The money purchase and tapered annual allowances

c. The standard and tapered annual allowances

d. The standard, tapered and money purchase annual allowances

4) You can use carry forward from years you were not a member of a UK registered pension scheme?

a. True

b. False

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