PTM164000 - Information and administration: information requirements in respect of the lifetime allowance: contents

As of 6 April 2024 there is no longer lifetime allowance. If you are looking for information about protections, enhancement factors and the lifetime allowance charge please see these pages on The National Archives. If you are looking for information about the principles of lifetime allowance and benefit crystallisation events please see these pages of The National Archives.

1. PTM164100

   Overview of the information requirements in respect of the lifetime allowance
2. PTM164120

   Information the scheme administrator must provide for individual protection 2016
3. PTM164200

   The member must provide information about any lifetime allowance protection they have
4. PTM164300

   Scheme administrator requirement to provide information about a lifetime allowance charge
5. PTM164400

   Requirement to provide a BCE statement to the member
6. PTM164500

   Requirement for insurance companies to give the member a BCE statement
7. PTM164600

   Requirement to provide a relevant benefit crystallisation statement to the member