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USS: Focus on Pensions Tax
Pensions are a very tax efficient way of saving – you get tax relief on pension contributions and at retirement you can take a quarter of the value of your benefits tax free. However, if your pension benefits exceed the Annual Allowance or Lifetime Allowance you may have to pay some of your tax savings back to HMRC.

The purpose of the webinar is to explain about the different types of pensions tax, how and when you might be affected and what it means, and what you can do if you are affected.

Although scheduled for 90 minutes, the actual presentation will last about an hour and then there will be plenty of time for questions. Ask your questions using the Q&A function on your device as we go along.

Please note that you will need an email address to register. In providing your email address, you are consenting to being sent an automatic registration confirmation and reminders by Zoom and information about the webinar from Mercer. Mercer will only use your email address for the purpose of sending you information about this specific webinar (before and after the event). To learn more about how Mercer processes personal data, please visit https://www.uk.mercer.com/privacy.html. To understand how Zoom processes personal data, please consult the Zoom Privacy Statement below.

Sep 29, 2022 01:30 PM in London

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Rebecca Dodd
Pensions Consultant @Mercer
Rebecca has worked in the pensions industry for 26 years and leads Mercer’s Higher Education Group. Rebecca has worked extensively with Higher Education sector employees in groups and one-to-one sessions on general pensions education, on pensions tax and with those leaving their employer with their benefits and options.