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Old 31st Oct 2018, 13:39
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SAR Bloke
 
Join Date: Mar 2006
Location: Sunny Scotland
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The last pension forecast I had didn't mention Annual Allowance let alone have any figures. I haven't really looked too closely and maybe it has the data for me to be able to calculate the numbers, but to me that isn't the point. If we are receiving a benefit that uses up our tax allowance (i.e. the Annual Allowance) then surely everyone should be told how much of that allowance we have used up? I have just managed to get in touch with the pensions tax department and they have told me that they will have the figures for the 17-18 tax year in Jan 19, which seems a bit late to me. I will have to ask them to provide me with this figure every year otherwise they won't provide it automatically, unless my AFPS pension alone breaches the Annual Allowance.

(As an aside I also don't understand why we have to apply for a pension forecast and why we aren't automatically provided with one).
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