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I confirm that:
I am not subject to the tapered annual allowance in the tax year I am checking
I have not flexibly accessed pension benefits from another pension scheme
I have not transferred pension rights into the Scheme in the tax year I am checking
I have not aggregated previous Scheme benefits with my active pension account in the tax year I am checking
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Site Information and LGPS (NI) AA Quick Check Tool Version 1.0 : Copyright © 2017 The Local Government Association 2017

Disclaimer: This check tool has been produced for illustrative purposes only to provide an estimate of how much annual allowance a member has used in respect of their LGPS (NI) benefits. Any result is based on the information entered into the check tool. The results shown are for general information purposes only and do not cover all individual circumstances. The check tool does not take into account any pension benefits outside of the LGPS (NI) or any unused allowance that may be carried forward from previous tax years. In the event of any dispute as to the tax payable the appropriate legislation will prevail. The information in this check tool does not provide any contractual or statutory rights and does not override existing legislation.

Yearly Pension
Enter the amount of yearly pension payable at the date you wish to test your lifetime allowance. You will find the yearly pension you have built up to 31 March of the current year on your annual statement in addition to the pension payable at your normal pension age if you keep contributing to the scheme

Automatic Lump Sum

Enter the amount of automatic lump sum payable in respect of your membership up to 1 April 2008. This figure will be shown on your annual benefit statement if applicable. If you joined the LGPS (NI) after 1 April 2008 you will not receive any automatic lump sum but you will be able to give up pension for lump sum when you draw your pension.

Value of AVC fund
Enter the amount of in-house AVCs paid by you and/or your employer during the pension input period, if applicable. AVCs are extra payments to increase your future benefits.