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Your Pension Allowances Questionnaire
Hello
The new pension rules could cause you to incur significant and potentially avoidable tax charges. Therefore, we have been appointed by your Employer, Dentsu Aegis Network Ltd, to provide you with our confidential Pension Allowances Analysis Report.
From your answers to this questionnaire, together with relevant information supplied by your Employer about pensionable salary and your existing Aegon pension scheme, we shall produce your personalised Report, showing your pension allowance limits, taking account of the new HMRC rules to calculate them. Any potential tax charges are also highlighted and this will enable you to make the best decision on your contribution rates.
You will also be able to maximise the tax-efficiency of your pension and, wherever possible, avoid unnecessary tax charges.
This questionnaire is completely confidential and straightforward to complete: all you need to do is to tick the box below and move through the following screens after clicking the Next button.
I am submitting my personal data on the understanding that it is confidential between Patterson-Mills and myself and will not be used for any purpose other than preparation of my Pension Allowances Analysis Report (please tick the box).
This questionnaire is confidential and only for completion by Employees of Dentsu Aegis Network Ltd and is copyright to Patterson-Mills (2016).
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