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Annual Allowance

Annual Allowance

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We are now directing members to the HMRC website to use their Annual Allowance calculators.

HMRC provide multiple calculators which take account of the different rules which apply. Please read the HMRC page carefully and use the correct calculator for the year(s) you wish to calculate. If you're impacted by Transitional Protection please read our dedicated page on Annual Allowance as you'll need to make any adjustments to your allowance via the HMRC website.

Click the link below to visit the HMRC website and use their Annual Allowance calculators.

We provide supporting information on the taxation of pension accrual in the Tax and National Insurance section of our website.

Last Updated: 28/08/2026 06:50

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