Factsheets

Pensions

Pensions are an important consideration for all and become more so the older you get but what are the rules?

Occupational pension schemes: trustees' responsibilities

Explains the legal duties trustees of workplace pension schemes owe to members, covering governance, investment and record-keeping.

Outlines the employer duty to automatically enrol eligible staff into a workplace pension and contribute towards it.

Explains how tax relief on pension contributions works and the limits that can restrict how much relief is available.

Sets out how pension funds are typically treated for tax purposes when a scheme member dies.

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