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Cobens Direct
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  3. IM SIPP Annual statements available?

IM SIPP Annual statements available?

Scheduled Pinned Locked Moved Pensions
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  • M Offline
    M Offline
    Mazza
    wrote last edited by
    #1

    Are IM annual siip statements available anywhere or should have received them on email? Specifically showing % of LTA used?
    There is just a welcome document in the document repository.

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    • N Offline
      N Offline
      Nik Burrows
      Global Moderator
      wrote last edited by
      #2

      Hi Mazza

      LTA allowances are not overly relevant now, it is the "lump sum allowance" (LSA) that is now more applicable. Tax free cash is now capped at either 25% of your pension value or £268,275 which ever is the lower, unless you have some form of pension protection place.
      Drop me a message at nik.burrows@cobensdirect.co.uk and let me know what you need.
      Cheers Nik

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      The value of your investments can go down as well as up, and you may get back less than you invested.

      Cobens a trading name of Astute Financial Management UK Limited is authorised and regulated by the Financial Conduct Authority. Registered Address: 4th Floor Peek House, 20 Eastcheap, London, EC3M 1EB. Registered in England and Wales No. 5850981.

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