RPSM13102370 - Technical Pages: International: Application of charges to non-UK schemes: Annual allowance: Pension input amounts for other money purchase arrangements

Pension input amounts for other money purchase arrangements

[Para 11, Sch 34 & s233(1)]

 

Paragraph 11 of schedule 34 modifies the annual allowance provisions that apply to othermoney purchase arrangements. It provides for Section 233(1) ( RPSM06102010 refers) to apply to determine the pension input amount for a currently-relieved member of a currently-relieved non-UK pension scheme in relation to a tax year. The method of calculation ensures that:

  • only employee contributions made in the tax year that have benefited from UK tax relief
are included in the individual's pension input amount, and
  • any employer contributions made in the tax year in respect of the individual that might relate to income that is not chargeable to UK tax is excluded from the pension input amount.

That is done by applying a fraction (called the appropriate fraction) to those employer contributions. They are reduced by the same proportion that the member's UK taxable earnings from the employment in connection with which the benefits rights arise bears to the member's total income from that employment.

The appropriate fraction is explained in RPSM13102372.


Glossary ( RPSM20000000)