Limits on tax relief - From 22 April 2009 HMRC limited tax relief for high income individuals.
Age 75 rule changes - The Government ended the requirement to secure a pension income at age 75 on 22 June 2010.
These changes affect the information detailed in the literature item you are about to open. Please also read the leaflets called
- Potential Loss of Higher Rate Tax Relief, to find out more about how Budget changes could impact on high income individuals, and
- Government changes Age 75 rule, to find out more about benefit options at age 75.
Family Pension Trust Literature
Please select from the links below to download your chosen item in PDF format *
These documents are also available in audiotape, large print and Braille. To request these or other formats, please call 08445 440 550 or e-mail us.
The Rowanmoor Pensions Life Assurance Scheme literature is also available to download from our Library.
The Rowanmoor Pensions Family Pension Trust is a complex product and we recommend that you always seek advice from a recognised investment professional before making any decision to apply for a scheme.
*To read the PDF documents you will need Adobe Reader version 5.0 or above. If you don't have Adobe Reader, or to update your current version, you can use the icon below to obtain a free download.
