You can also click on the links below for useful website information and forms.
Useful Information
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Links to official pension and financial guidance websites.
HM Revenue & Customs (your pension & tax)
www.gov.uk/tax-on-pension/taxed
News and information on tax and national insurance matters in the UK.
Support for the elderly
Age UK is a charitable movement concerned with promoting the well-being of older people and helping make later life a fulfilling and enjoyable experience.
MoneyHelper
www.moneyhelper.org.uk/en/pensions-and-retirement
A non-profit organisation which helps the public with all aspects of their finances, including lots of useful guides, how to find a retirement adviser that has been authorised and regulated by the Financial Conduct Authority (FCA), and help with problems, complaints or disputes with their occupational or private pension arrangements.
Tax Help for Older People
Dedicated Scheme phoneline: 0333 207 5653
Tax Help for Older People (“Tax Help”) is a UK-based charity providing free, independent and expert help and advice for older people on lower incomes who cannot afford to pay for professional tax advice. They have produced some guides (below) which contain useful information on pensions and taxation.Pension Flexibility & Taxation
A guide to taxation at bereavement
Disclaimer: Tax Help for Older People is a charitable organisation which provides tax advice and guidance to people on all sources of income. Tax Help for Older People has a free dedicated telephone advice service provided by trained staff available for Scheme members to provide support on tax queries. Face to face advice, when necessary, is provided by volunteer tax advisers who are members of the Chartered Institute of Taxation (CIOT), the Association of Tax Technicians (ATT) or otherwise professionally trained or qualified. The tax advisers are not independent financial advisers and Tax Help for Older People does not provide independent financial advice. If you would like to consult an independent financial adviser, you are free to use any provider and are responsible for the choice of provider. You can get free financial guidance from Government-backed organisations such as Pension Wise or the Money and Pensions Service. The Trustee is not recommending or endorsing the advice provided by the charity. The Trustee itself is not authorised to give any financial advice and it accepts no liability for any advice which this charity or any other third-party organisation provides.
