Sample Documents
- Downsizer Contributions
- Work Test Exempt Contributions
- Pension Deed of Affirmation & Confirmation and Replacement Pension Agreement
- TRIS to Retirement Phase
- Fund Members Guardian - Deed of Appointment
- Partial Commutation to Comply with the Transfer Balance Cap
- Full Commutation to Comply with the Transfer Balance Cap
- Appointment Retirement Trustee
- Non-Lapsing DBN
- Pension Commutation
- LBRA Refinance
- NCC Worktest
- Annual Pension Review - Excess Accumulation
- Confirmation of Benefits Paid
- Contribution splitting
- Add or remove reversionary beneficiary
- CGT relief - proportionate method
- CGT relief - segregated method
- Annual Pension Review - Excess Lump Sum
- Add ABP as Special Rule