FAQs

Find answers to commonly asked questions by members, employers and advisers in this knowledge base.

Showing 9 of 160 results

"What are qualifying earnings?"

These are the earnings your pension contributions are usually based on if you contribute to a pension scheme.

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"How do I get my opt-out refund?"

If you’ve requested to opt out of your workplace pension scheme within 1 calendar month of being enrolled, you’ll be entitled to a refund of your contributions.

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"What's the annual allowance?"

The annual allowance is a limit to the total amount of contributions that can be paid into a defined contributions scheme (like People’s Pension), as well as the total amount of benefits that you can build up in the scheme, for tax relief purposes.

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"Do I need to let any other pension schemes know that I’ve flexibly accessed my pension?"

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"Can I pay further contributions after taking a flexible lump sum?"

Yes, however, the annual allowance is a limit to the total amount of money you can save into your pension arrangements across all of the different schemes you belong to and receive tax relief on.

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"Will taking my pension affect my State Pension?"

Your State Pension is based on your National Insurance contribution history and is separate from any of your private pensions.

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"If I take a flexible lump sum, how am I taxed?"

With this option you spread your tax-free lump sum across all withdrawals you take from your pension savings.

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"Payments haven’t been made to my workplace pension scheme. What do I do?"

If your employer is behind with payments, we’ll initially get in touch with them to let them know that a payment is overdue.

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"Can I transfer out to a Self-Invested Personal Pension (SIPP) or a Small Self-Administered Scheme (SSAS)?"

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