Lifetime Allowance Advice

We offer a no-obligation service to see if taking your pension as a lump sum is appropriate for you.

We will do research, obtain your scheme information on your behalf and revert back to you to outline your options regarding cashing in your pension.

Where your benefits are set to exceed the Lifetime Allowance, careful planning is required.

Exceeding the Lifetime Allowance can lead to a lifetime allowance taxation liability of up to 55% on any excess drawn above this amount. It is important to understand the various forms of lifetime allowance protection applicable, as well as the various benefit crystallisation events which can lead to the lifetime allowance tax charge becoming payable. PX Pension Exchange is well placed to assist in helping you to determine the most optimal course of action.

For pension transfer advice and solutions you can rely on

Or call +44 330 094 7477our experts are available 24/7