Accessing your money
Can I access my pension pot early?
Normally you can only access your pension before your normal minimum pension age if you’re in ill health. Find out …
How can I take my pension?
The earliest you can normally access your pension pot (if you’re not in ill health) is from your normal minimum …
What happens to my pension pot if I’m suffering from ill health?
If you’re suffering from ill health you may be able to access your pot earlier than your normal minimum pension …
Why do some death benefits have to be paid in trust?
The most common scenario is where the deceased left children under the age of 18 and any death benefit payment …
What happens if you can’t find my beneficiary in the event of my death?
People’s Partnership is a non-profit making organisation dedicated solely to the financial wellbeing of our members and their dependants. We’ll …
How long can you accept my claim form for?
We can accept claim forms that are dated within the last 6 months. If forms have been dated over 6 …
I live abroad – what are the tax implications of claiming my pension?
You may have to pay UK tax on your pension. You may also have to pay tax in the country where …
I’m moving overseas – how do I take my pension?
Whether you’re moving abroad temporarily or permanently, you’ll still need to be old enough under UK pension rules to access …
Can I contact HM Revenue & Customs before the end of the tax year, so that they can consider my tax position immediately?
Yes, you must complete one of the following relevant forms available from www.gov.uk/claim-tax-refund/you-get-a-pension: Form P50Z if you have no other income …
Why have I been taxed and why is it so much?
Under HM Revenue & Customs (HMRC) rules, pensions are classed as earned income and have to be taxed under Pay …