Administrator Purchase Calculation Tool


Purpose This tool is designed for use in conjunction with Circular 15/2019 and Circular 06/2020.

It assists pension administrators to calculate:

(1) the limits that apply to the purchase of additional pension and/or lump sum referable amounts by a Single Scheme member at a particular point in time; and

(2) the cost of purchasing pension and/or lump sum referable amounts for that Single Scheme member at that point in time

Document Name Administrator Purchase Calculation Tool
Date of Issue January 2021

 

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