Complimentary Pension Illustration

2024-25 Pension Illustration Form

Please complete the below steps to receive your Complimentary Pension Illustration figure for the current 2024-25 tax year. Once received, we will confirm the 'Optimal' amount for you to manually transfer into your Pension as a 'Top Up' to a) Maintain Eligibility for Free Childcare Hours and/or b) Reduce Self Assessment Tax Liability to £0.

First name

Last name

Your Income

PAYE INCOME - Please upload your March 2025 Payslip.

PAYE EXPENSES (If applicable) - Please list all expenses incurred inline with your Employment role for which the expense is not an expectation of you as part of working in your day to day role. Example, Professional memberships - £123.00.

Any RSU (Restricted Stock) Sales in the year? [If Applicable]

Please confirm the Total Savings Interest received between April 2024 - April 2025 [If Applicable]. (If no interest received, please enter 0).

Please confirm the Total Dividend Income received between April 2024 - April 2025 [If Applicable]. (If no dividends received, please enter 0).

Please confirm the Total for any Rental Income received between April 2024 - April 2025 [If Applicable]. (If no income received, please enter 0).

Please confirm the Total for all Rental Expenditure (costs associated with renting the property) between April 2024 - April 2025 [If Applicable]. (If no expenditure incurred, please enter 0).

Any Other Income [If Applicable].

Your Pension Contributions outside of Usual PAYE Deductions

Please confirm the Total Amount for any Manual Contributions you have made into a Pension/SIPP [If Applicable]. (If no manual contributions made, please enter 0).

Existing SIPP (Self-Invested Personal Pension) in place?

Yes

N/A - Can make Voluntary Contribution into existing Pension in time.

IMPORTANT - You will need a SIPP or an Existing Pension that can process the payment within 48 hours in order to ensure the contribution counts within the financial year.

Your Charitable Donations outside of Usual PAYE Deductions

Please confirm the Total Amount for any Charity Donations you have made in the year outside of PAYE salary sacrifice deductions [If Applicable]. (If none, please enter 0).

Please confirm the reason for your Pension Illustration requirement.

Maintain Free Childcare Hours

Reduce Self Assessment Tax Bill to £0

Both

IMPORTANT

The information you provide will be used to determine the 'Pension Top Up' amount that you need to make in order to satisfy the above service you require. It is important you provide as accurate information as possible so that your top up amount can be as accurate as possible to match your needs. It is your responsibility to ensure you make the pension top up before the tax year end date - 5th April. It is our responsibility to ensure we implement correctly and submit your self assessment as of the 6th April to compliantly evidence the top up made.

It is important that your manual contribution is made within the current tax year, so if your current pension arrangement (Employer for example) is unable to accept and/or process the manual transfer in time (common), then you will need to open a SIPP (Self-Invested Personal Pension) to ensure the pension contribution is credited in time.

Please confirm you understand and are happy to proceed with the Complimentary Pension Illustration.

Date

Signature