Tax and allowances

Encouraging employees to make more of their pension by understanding tax relief and allowances.

Our webinars - Share details with your employees

The Scottish Widow

Playback:

Tax Year End Special (February 2025)
Make the most of pension contribution allowances and learn more about:
 

  • Saving tax and national insurance
  • Bonus or salary exchange
  • Carry forward
  • The deadlines for payments in the current Tax Year
Watch playback

Upcoming webinar:

Retirement Planning
16th April, 10:00am

Consider options for approaching retirement and learn more about:

  • The state pension and how to claim it
  • The different ways to access your workplace pension
  • The help available from Scottish Widows
Download invite

Readymade Campaigns

Tax efficiencies

Email - How is my pension affected by tax?

Email - How is my pension affected by tax?

Download now (MSG, 567KB)

Factsheet - how is my pension affected by tax?

Factsheet - how is my pension affected by tax?

Download now (PDF, 226KB)

Limits and allowances

Email - How much can I pay into my pension without paying a tax charge?

Email - How much can I pay into my pension without paying a tax charge?

Download now (MSG, 327KB)

Email - Is there a limit to how much I can pay in?

Email - Is there a limit to how much I can pay in?

Download now (MSG, 280KB)

Factsheet – What is the tax relief limit I can receive as a higher earner?

Factsheet – What is the tax relief limit I can receive as a higher earner?

Download now (PDF, 276KB)

Factsheet – How much can I pay in my pension and still receive tax relief?

Factsheet – How much can I pay in my pension and still receive tax relief?

Download now (PDF, 258KB)

Factsheet - Lifetime pension limits

Factsheet - Lifetime pension limits

Download now (PDF, 228KB)

Ongoing support

Ongoing support

Download our guide for more information on how to make the most of your resource portal, and how to best use these Readymade Campaigns with your employees.

Download your guide (PDF, 973KB) Opens in a new tab