Protect and Invest Ltd is authorised and regulated by the Financial Conduct Authority under reference 469073. The Financial Conduct Authority does not regulate  Taxation and Trust Advice, Offshore Investments, Will Writing, Estate Planning, Deposit Accounts and some forms of Mortgages and School Fees Planning. Please visit our legal declarations pages.

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Obtain your State Pension Forecast Online

February 9, 2017

When planning for retirement, it is important to understand your entitlement to the State Pension, and determine how much you are likely to receive and when.

 

It is now possible to obtain your State Pension Forecast online using HMRC's new Personal Tax Account. If you have not already registered for this service, we strongly advise you to do so. Please refer to my article at the link below which explains how to register, including a detailed guide.

 

Register for Online Personal Tax Account

 

The Personal Tax Account will also detail your National Insurance history, confirming your qualifying years and highlighting any gaps.

 

The following guide explains how to obtain your State Pension Forecast using the Personal Tax Account.

 

Download Guide

 

Comment

If you are not yet in receipt of your State Pension, we would urge you to register for a Personal Tax Account. This will allow us to help you check your State Pension entitlement, deal with any gaps in your NI record, and incorporate your entitlement into your Financial Plan.

 

 

Important Note

 

This article is intended for information purposes only and should not be considered to be a recommendation. This article is based on our understanding of current and draft pension and tax rules as at the date of this article. Please note that tax and pension rules are subject to change; if you are at all uncertain about the suitability of any option for your circumstances we strongly suggest you seek regulated personal financial advice. You should not take action solely on the basis of this article without seeking advice specific to your circumstances. Please get in touch to find out more.

 

www.protect-invest.com · T: 01635 555650 · E: enquiries@protect-invest.com

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