Dear [[data:firstname:"Colleague"]],

Haleon is committed to supporting employees in all aspects of their financial wellbeing. In line with this commitment, we have an ongoing partnership with the financial wellbeing specialists 'WEALTH at Work' to conduct specialised webinars tailored for our senior leaders and high-earning colleagues. This 60-minute webinar aims to provide you with valuable insights into pension tax limits and the implications of pension taxation, topics that often go unnoticed by many individuals.

Who could be impacted?

  • If your total taxable income from all sources is now over £200,000
  • If your taxable income is less than £200,000 and your annual pension contributions are likely to be close to £60,000
  • If you could benefit from any unused annual allowances from the previous 3 tax years
  • If you have already built up significant pension benefits with your employer or in other pension arrangements

What will the seminar cover?

  • What is the Annual Allowance and how it is applied
  • How to identify if you are impacted by the tapered Annual Allowance
  • What options are available if you expect to exceed your Annual Allowance
  • What tax charges may be applied if limits are exceeded
  • How carry forward of unused allowances works
  • Haleon policy updates following the budget changes

Webinar spaces are limited and are allocated on a first to apply basis. If you are subsequently unable to attend, please make sure you cancel your booking.

Following your attendance of the session you will be offered a one-to-one guidance call where you can discuss your personal circumstances.

Please note: the webinar will provide information only and will not include or constitute financial advice.

Should you have any queries regarding your booking, please contact events@wealthatwork.co.uk

Kind regards,

WEALTH at work
Financial Wellbeing Specialists

WEALTH at work and my wealth are trading names of Wealth at Work Limited which is authorised and regulated by the Financial Conduct Authority and is part of the Wealth at Work group. Registered in England and Wales No. 05225819. Registered Office: Third Floor, 5 St Paul's Square, Liverpool, L3 9SJ. Telephone calls may be recorded and monitored for training and record-keeping purposes. To stop receiving these emails, please click the unsubscribe link found in the footer.

Haleon
WEALTH at work