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Barnett Waddingham
0333 11 11 222

Case studies: Executive pensions

Long service and implications on annual allowance

We were asked to advise a leading University in relation to its senior staff. Particular issues arose with one senior staff member with long service and he had exceeded the Annual Allowance (AA) (£50,000) in each of the last 3 tax years.

Enhanced Protection

We were asked to advise a Managing Director of a leading global company who was expected to lose Enhanced Protection because of on-going benefit accrual. The pension issues were complex and required an urgent decision on whether to surrender Enhanced Protection in favour of Fixed Protection.

Lifetime allowance charges

We were appointed by an executive who faced the prospect of a lifetime allowance (LTA) charge because her benefits at normal retirement date would exceed the LTA.

Pension options for high earners

Will any of your executives be affected by the lifetime or annual allowance? Do they have Enhanced or Fixed Protection?

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