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Withdrawing entire SIPP fund

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Comments

  • Dagliago
    Dagliago Posts: 14 Forumite
    Part of the Furniture First Post Combo Breaker
    swiss69 wrote: »
    To benefit from this you must have no other pensions at all. This includes any company schemes you may have had in the past.



    I do have a deferred final salary company pension waiting to be taken (I stopped contributing many years ago when made redundant). Does that mean I'm ineligible to have a SIPP? Or could I have one but my company pension fund would have to be included in my lifetime allowance?
  • EdInvestor
    EdInvestor Posts: 15,749 Forumite
    Dagliago wrote: »
    I do have a deferred final salary company pension waiting to be taken (I stopped contributing many years ago when made redundant). Does that mean I'm ineligible to have a SIPP? Or could I have one but my company pension fund would have to be included in my lifetime allowance?

    When calculating the limit for trivial commutation, ALL pensions except the state pension must be included.So you won't be eligible for TC.

    You can still open a SIPP (or any other pension) you just can't take it in cash.

    Tax free cash under 15k can be recycled into a new pension without breaking the HMRC rules.
    Trying to keep it simple...;)
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