PruAdviser Online Services will be unavailable from 21:00 on Saturday 24 July until 08:00 on Sunday 25 July for essential website maintenance. We apologise for any inconvenience caused.

Time for some mid (tax) year annual allowance work?

Check your answers

1. By what date must schemes end a pension savings statement?

a. 5th of October

b. 6th of October

c. 5th of November

d. 6th of November

2. If a client receives a pension savings statement they will definitely have an annual allowance charge?

a. True

b. False

3. Carry forward can be used to mitigate; 

a. The standard and money purchase annual allowances

b. The money purchase and tapered annual allowances

c. The standard and tapered annual allowances

d. The standard, tapered and money purchase annual allowances?

4. You can use carry forward from years you were not a member of a UK registered pension scheme?

a. True

b. False

CPD certificate

Before collecting your certificate please take a moment to provide us feedback on this session, please email prudential.distribution.team@prudential.co.uk

Complete the form below and we’ll email your CPD confirmation to you. Please use the email address that you would usually use when making contact with us.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.