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 . If you are looking for information about the principles of lifetime allowance and benefit crystallisation events please see these pages of .

  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