Skip to main content

Upcoming Events

Our 2025 Annual Allowance event

26 Aug 25 1 min read

 

As we get close to the issuing of pensions savings statements for those that have exceeded their Standard or Money Purchase Annual Allowance, it’s time for what has now become an annual September event, our AA webinar.

 

Mark Devlin (Senior Technical Manager, M&G Wealth)

In this session, Mark will take a close look at the fundamentals of the three Annual Allowances – standard, money purchase and tapered – how they work, how you calculate them and how you deal with any tax charges, and what planning can be done. 

90 minute video (approximately)     I     Structured CPD accredited by CII and CISI 

Learning outcomes

By the end of this session, you will be able to:

  • Describe the operation of the annual allowances
  • Calculate someone's available annual allowances
  • Explain the taxation of annual allowance excesses

Registration details:

Thursday 18th September at 10a.m

Register here

Tech Matters

Related

Ask an expert

Submit your details and your question and one of your Account Managers will be in touch.

Submit a question

Find us on LinkedIn

Sign up below where you will be the first to see any news, views or support we think matters. 

Sign up

M&G Wealth is a trademarked brand of the M&G plc group which encompasses M&G Wealth Advice Limited, M&G Wealth Investments LLP and Investment Funds Direct Limited. The legal entities under the M&G Wealth brand also work alongside The Prudential Assurance Company Limited, Prudential International Assurance plc and Prudential Distribution Limited in relation to the provision of certain products and services. To understand more about our businesses and brands, you can view the corporate and regulatory information for the aforementioned legal entities.