Pensions & Annuities

Prior to April 2001 there were strict employment conditions relating to allowable tax relief on pension contributions since then there have been some attractive changes!

  • The investor does not need to be in paid employment to benefit from up to £792 tax credit on annual/single contributions - dependent upon size

  • All UK citizens from the cradle up to 74 years of age now potentially qualify

  • Contributions may be paid by a third party i.e. spouse, uncle, grandparent etc

  • Tax free cash of up to 25% of the fund and residual pension may be taken at any time after age 50

We have published a web based guide describing this new initiative and how it might benefit you and/or your loved ones: The AC Financial Pensions & Annuity Guide

A C Financial Ltd is authorised and regulated by the Financial Services Authority.

© Copyright AC Financial ltd 2004
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AC Finanical Limited
Norfolk House (East)
499 Silbury Boulevard
Central Milton Keynes
MK9 2AH

Telephone No: 01908 764248
Freephone No: 0800 731 3080
Fax No: 01908 488232