Member Tax Awareness sessions


1.5 hours

Who’s it for

This course is designed for members who have received a Pension Saving Statement.

What's it about?

The session is run by a financial consultant and will give members all the information they need around tax.

What will I learn about?

  • Tax charges, the calculations and how they are applied
  • Member responsibilities
  • Pension-savings information required for self-assessment
  • Key dates that must be met when providing information
  • Payment options
  • Signposting to other sources of help and advice

How will it benefit me?

  • You’ll understand how tax legislation can impact on your pension benefits
  • You’ll be able to identify if you have a tax charge to pay
  • You’ll understand the different methods of repaying any potential tax charge

How do I book?

To book a place on an open course, find a suitable date below and click 'book now'.

If you're a member and you are booking your own course, please ensure you have approval from your employer before booking your place. 

If you're an employer and would like to arrange a group booking for up to 25 delegates please complete the group booking request form.

*Please note - sessions listed on this page are open sessions only. To book sessions in-house at your regional offices, please contact

Upcoming Courses

Course title Location Duration Date(s)
Group Pension Tax Awareness Webinar 90 minutes - 13:30 20 Oct 2021 Book
Group Pension Tax Awareness Webinar 90 minutes - 09:15 22 Oct 2021 Book
Group Pension Tax Awareness Webinar 90 minutes - 11:15 26 Oct 2021 Book