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Trivial pensions after 6 April 2006

Someone told me that if your total pension fund is under a certain amount - 15000? - you can take all of it as a lump sum. Is this true?
Better a pebble given out of love than a diamond given out of duty.

Comments

  • EdInvestor
    EdInvestor Posts: 15,749 Forumite
    ljhhuk wrote:
    Someone told me that if your total pension fund is under a certain amount - 15000? - you can take all of it as a lump sum. Is this true?

    Yes, if the sum total of ALL your pensions (other than state ones) is 15k maximum and you are aged over 60. 25% of the amount will be tax free, the rest will have tax deducted at your appropriate rate, as is normal with pensions.
    Trying to keep it simple...;)
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