Have you identified your top earners? (Video demo)

Have you started identifying your top earners to make sure they avoid any unexpected pension tax charges?

We can create a user friendly web portal for your company to effectively explain the Annual Pension Allowance to your top earners.  

The web portal allows them to assess their own situation and outlines the solutions available. 

Play the videos below to run through the steps.

Step 1

Start by entering your salary and contributions.

Step 2

Any other income such as a bonus goes here.

Step 3

These lower your income for Annual Allowance purposes.

The results…

Red light means stop – you are due a tax charge. Click on ‘What action can I take?’ for potential solutions.

Annual Allowance Calculator Results.png

Next steps…

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