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Paul Squirrell, Fidelity FundsNetwork’s Head of Retirement and Savings Development will discuss and answer questions on Pension contributions. This will include the requirements for contributions to attract tax relief and the calculations required to establish an individual’s annual allowance.
Learning Outcomes
• Considerations for use of pension annual allowance
• Understand and perform necessary calculations for pension annual allowance
• Know deadlines, options and responsibilities for annual allowance tax charge