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PTM164000 | Information and administration: information requirements in respect of the lifetime allowance: contents

From HM Revenue & Customs · Pensions Tax Manual

As of 6 April 2024 there is no longer lifetime allowance. If you are looking for information about protections, enhancement factors and the lifetime allowance charge please see these pages on The National Archives. If you are looking for information about the principles of lifetime allowance and benefit crystallisation events please see these pages of The National Archives.

Contents7 entries

  1. PTM164100Information and administration: overview of the information requirements in respect of the lifetime allowance
  2. PTM164120Information and administration: information the scheme administrator must provide for individual protection 2016
  3. PTM164200Information and administration: the member must provide information about any enhanced allowance protection they have
  4. PTM164300Information and administration: scheme administrator requirement to provide information about a lifetime allowance charge
  5. PTM164400Information and administration: requirement to provide a BCE statement to the member
  6. PTM164500Information and administration: requirement for insurance companies to give the member a relevant benefit crystallisation event statement
  7. PTM164600Information and administration: Requirement to provide a relevant benefit crystallisation statement to the member