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Knowledge Bank >Pensions >Pensions Simplification
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08: Death benefits before retirement

The maximum lump sum death benefit under the new pension rules is the lifetime allowance, i.e. £1.65 million in 2008/09 – normally free of all tax.

Contents

  • 01: The new rules
  • 02: Unchanged features
  • 03: Annual allowance for contributions
  • 04: Lifetime allowance
  • 05: The new allowances
  • 06: Tax-free lump sum
  • 07: When you can retire
  • 08: Death benefits before retirement
  • 09: Income in retirement
  • 10: Investment rules
  • 11: Penalties for exceeding limits
  • 12: Action checklist

Essential Guides

 
Pensions - the new tax rules (319 kB)

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