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Pension forcasts

Just getting my annual pension forcasts in. When they calculate your pension, do they assume you will take the 25% tax free element before calculating?

Comments

  • whu
    whu Posts: 23,461 Forumite
    10,000 Posts Combo Breaker
    I thought they give you 2 figures based on whether or not you take the 25%
    Keep the Faith:cool:
  • Pobby
    Pobby Posts: 5,438 Forumite
    It doesn`t look like it.
  • MABLE
    MABLE Posts: 4,239 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    With the company I am with they provide a forecast with and without the 25% tax free amount.
  • dunstonh
    dunstonh Posts: 120,029 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    Normally you get examples with and without lump sum taken.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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