Pension

Pension

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If an 'in specie transfer' of investments is transferred into a SIPP does this count as an increase in your pension savings for Annual Allowance purposes?

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By jbayman
26th Jan 2012 17:15

Pension

Depends where it is coming from

My understanding is that if it is a new contribution in the shape of say a commercial property then  the market value will be the new contribution and subject to the AA rules.

If it is a transfer from another scheme the no. It would not constitute a new contribution

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