Enables you to view details of the annual allowance calculation. If the value has increased in the year by more than the annual allowance, the value by which it exceeds is shown, as well as any tax calculated.

AA History

Occ No:

Display only. The event number.

Pension Input Period

Display only. The start and end dates of the period over which the increase in pension benefits is being calculated.

Benefit Calculation

Display only. The type of benefit calculation used.

Manually Updated

Displays a Y if the screen has been manually updated.

Values at End of Last Input Period

Opening Value of Pension Rights

The total value of the pension rights at the start of the tax year.

Annual Allowance (AA)

The annual allowance for the selected tax year.

Percentage of AA used at Calculation Date

The percentage of the annual allowance used as of the start of the tax year.

Values at Calculation Date

Total Pension

The total value of the pension as of the calculation date.

Pension Input Amount

The total amount of pension contributions during the tax year.

Total Tax Free Cash

The total amount of tax-free cash during the tax year.

Total Contributions and AVCs

The total amount of contributions and any AVCs during the tax year.

Closing Value of Pension Rights

The total closing value of pension rights during the tax year.

Total Pension Input Amount

The total increase in the pension during the tax year.

Annual Allowance (AA)

The annual allowance for the selected tax year.

Percentage of AA used at Calculation Date

The percentage of the annual allowance used as of the end of the tax year.

MD651G3