Understanding Your Pension Tax Allowance – 20th July 2023

This one-hour virtual course delivered by Affinity Connect is designed to provide employees with an overview of f the key issues relating to the Annual and Lifetime Allowances.  Awareness and understanding of both pension limits is essential to avoid additional tax changes and to maximise available tax relief.  It is aimed at

  • High earners who are:
    • Looking to maximise their pension savings, and/or
    • Concerned they may exceed the Lifetime Allowance at retirement


Course Overview

  • Raise awareness of the key financial planning issued around the Annual Allowance and Lifetime Allowance
  • Explain the terminology relating to the Annual Allowance and the Lifetime Allowance
  • Understand how the allowances are calculated
  • Identify the opportunities available to combat any potential Annual Allowance and Lifetime Allowance tax charge
  • Understand the next steps and where to receive further guidance and regulated financial advice


This course is free to attend.  If you would like to book your place, please click the link below

Affinity Connect AA&LTA (event-registration.co.uk)


We are also running 2 other sessions relating to Pensions which may be of interest…..

Understanding Your Pension Changes (Friday 2 September 2022 13.00-14.30 and Tuesday 7 March 2023 17.00-18.30)

Planning your Retirement (17 November 2022 17.00-19.30 and Thursday 18 May 2023 13.00-15.30)