To reflect the change to tax treatment applied to the payment of lump sum death benefits, from April 2016.

Jan 07, 2016

Following the chancellor’s announcement on 25 November 2015, that from 6 April 2016, the tax  treatment applied to the payment of lump sum death benefits will be at the recipient’s marginal rate, we’ve updated the following technical bulletins:

Freedom and choice: Pension rules summary >

Extended guarantee periods vs value protection >

To discuss this or anything else in more detail, please contact your dedicated account manager on their usual number, call our support team on 0345 302 2287 or email support@justretirement.com.

Contact us:

0345 302 2287
support team
justadviser.com


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